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February 26, 2021
Question

NY - Can't File Due to COVID Relief Retirement Distribution

  • February 26, 2021
  • 5 replies
  • 0 views

Does anyone have any idea when I will be able to file a NY return that his an early retirement distribution that qualifies as COVID relief at the Federal level.  The product won't let me file, but I can't find guidance on when to come back to file. 

5 replies

February 28, 2021

Having the same issue.

CK240Author
March 1, 2021

No date has been provided and no support either.

March 1, 2021

Where did you hear a March 3 date? I am wondering because I had contacted TurboTax support and they had no idea. Their answer was for me to file by mail. Im

 NOT filing by mail.  The kicker is TurboTax already charged my credit card but I still can’t file my return because of this covid issue with retirement distributions. Very frustrating! 

March 3, 2021

is this just turbo tax does anyone know?? I am thinking of trying a different software to see

March 7, 2021

Same exact issues, First it was federal which finally got resolved almost a month later and now it's the NY state. Again I also already paid their fees as well and everyone I speak with tells me to File by Mail. If I wanted to do that I would have never tried to use TurboTax to begin with. Now I am stuck because in NY they tell you that you are required to e-file if you e-file your federal. Absolutely ridiculous that the support people don't even have a straight story to tell customers when reporting issues. Why are we paying for inconsistent help??

March 8, 2021

It's good people are posting here about the same problem. I referred the TurboTax tech support to look at this thread.  I've decided that I will give it until Monday, March 15th and if this issue is not fixed in TurboTax, I will request a refund and efile using H&R Block online.  Their system seems to handle the COVID retirement distribution correctly and will let me file electronically.  I encourage anyone else who has this issue to try entering your information in H&R Block online (or another competitor) to see if it works for you. 

CK240Author
March 8, 2021

Thank you for following through with the H&R Block idea.


I'm working with a network news station in Buffalo to run a story about how TurboTax is ignoring New Yorkers with a broken solution when other vendors have figured it out.  It's fun when you have relatives who are on air talent just how much noise you can make.

 

Hopefully it will be done by 3/12.

March 10, 2021

Same problem!!! Lucky I found this thread. I also will not file by mail and hoping a resolution can be found soon. Thank you