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February 22, 2024
Question

MA State Tax e-file not allowed this year

  • February 22, 2024
  • 1 reply
  • 0 views

I just e-filed Federal and RI but MA is not eligible for e-filing, with no specific reason. Some clues:

 

1. TT did erroneously bring over double income from W2 (it added RI and MA from box 16) so I had to override this when asked if it was correct.

 

2. I did not have this problem last year, even though box 16 also had the same amount for both states and TT did not bring over double income.

 

My guess is that this is a TT bug for 2023-4, but would love a more expert opinion.

    1 reply

    LindaS5247
    February 25, 2024

    We would like to take a closer look at this to assist you. 

     

    In order to do this, it would be helpful to have a TurboTax ".tax2023" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions: Go to the black panel on the left side of your program and select Tax Tools.

     

    1. Then select Tools below Tax Tools.
    2. A window will pop up which says Tools Center.
    3. On this screen, select Share my file with Agent.
    4. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
    5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

    Here are the instructions if you are using TurboTax CD/Download:

     

    1. Click on Online in the top left menu of TurboTax CD/Download for Windows
    2. Select 'Send Tax File to Agent'
    3. Write down or send an image of your token number then place in this issue.
    4. We can then review your exact scenario for a solution.
    5. Please also tell us any states included in the return.

     

    We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

     

    Remember to come back and reply to this thread with your token number.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    KSMAUK01Author
    February 25, 2024

    Thanks for the answer, but I did exactly what you described. I was forced to do an override because TT asked me "your income transfered from your W2 is xxxxxxx, is this correct?" and it was not correct, it was double, because in the W2 that was issued, the income is noted twice in the same box - once for each state.

    KSMAUK01Author
    February 26, 2024

    SOLVED!

     

    This applies only if your W2 income is "double stated" - i.e. the same amount for both states.

     

    1. Complete tax return but only enter RI state income. This let's you e-file Federal and RI including calculation of tax credit for MA.

    2. Delete W2 and re-enter but only enter MA state income. Tax credit for RI is automatically inherited.

    3. e-file MA.