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riverrunner70

Solved

What is this Schedule UE, that I have that keeps popping up?

Forum|Forum|6 years ago
June 1, 2019
4 replies
0 views

No text available

TurboTax Deluxe Online

Best answer by CatinaT1

I cant get Schedule UE off my tax form. My husband and I are both retired

1) Open your tax return.

2) Go to the left side of the screen and click on Tax Tools, then Tools

3) From the pop-up Tools Center menu, select Delete a form

4) Scroll to find the Schedule UE and Delete it.

5) Scroll to the bottom of the list and hit the button to Continue My Return

That should do it.

DanielV01

Employee

Schedule UE is a Pennsylvania form for Unreimbursed Employee Expenses. Although this deduction is no longer allowed on the Federal return, if you have qualifying Employee expenses that are not reimbursed by your employer, you may claim these as a deduction in Pennsylvania. Revisit the 2106 section of the Federal return to enter the expenses:

Enter 2106 in the Search box in the upper-right hand corner with the magnifying glass.
Click the Jump to 2106 link.

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mford4

I have tried to delete both the Schedule UE for Pennsylvania and even the Federal form 2106 but I still cannot delete them so that I can e-file. I am so frustrated I could spit!

DaveF1006

if you are unable to delete Schedule UE or form 2106 from your list of forms and if you entered employee related expenses. Try this.

1) Federal taxes >deductions and credits>choose what you work on>employment expenses>job related expenses

2) Select delete next to occupation and delete and this will delete form 2106 from the federal forms.

3) Go to your state return and delete the state.

4) Now go back to state and add your state. The federal information you entered will repopulate into the state return.

5) Now you can go to your list of forms in your state return and form UE should not appear in your list of forms.

After performing the navigational steps outlined above, verify if both the 2106 and the UE forms are removed from your return by going to:

1) Tax tools in your left navigational pane

2) Go to tools

3) Delete a form

4) check your federal forms and see if form 2106 is still there.

5) Check your state return to see if form UE is still listed your list of forms.

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Deiderann

I'm having the same problem when completing taxes for my 94 year old, retired (and very tired) mother. I deleted out of her turbo tax return the Federal Form 2106 and PA Schedule UE. It still would not allow the state return to be filed. In frustration, I just completed the employer/address/town name as "No Employer - Not Applicable"; put in the state as "PA" with a zip code of "00000". The federal and state return was then able to be submitted. I don't know how Pennsylvania will react to getting this Schedule UE, but I guess I will find out.

DMarkM1

That should work just fine. I'm sure they will be able to process seeing that there is no employer.

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HavingTheTimeOfMyLifeWithTaxes

It’s getting to the point where it’s quicker to fill out the tax forms by hand. You can easily spend hours trying to figure out how to get TurboTax to perform correctly.

RodF

First of all, Intuit, what the heck? This issue should have been caught during all the reviews, not right before we file and after we've paid the efile fee. Bad user experience UX engineering. Additionally, fix the phantom "Untitled" occupation associated with Form 2106. And PA - clean up your act to be more like other states tax returns.

That said, what worked for me using TT Home & Business desktop, is I scrolled to the top of the PA form UE and there is a check box that says something like, "Do not file Form UE." I put a check in that box. I clicked through the rest of the items TT wanted me to fill out on this form with no answers (well I had previously started to answer with my home zip and state as the employer if that matters when you do it) and it let me file the taxes. We'll see if PA throws a fit over it or not.

I went back to the federal return, searched for 2106, jumped to 2106, and also found what @HavingTheTimeOfMyLifeWithTaxes reported, an occupation titled "Untitled". I deleted that even though I had just already filed the federal.

Hope that works for you.

fhziemer44

As of 03 February 2021 (for 2020 Tax Return), the problem with the PA Schedule UE still remains. Needed to go to the UE Schedule and mark the option (don't file Form UE). This action wasn't identified until the last step prior to transmitting the Federal and State Tax Returns, but once the modification was made, the tax files were accepted or at least forwarded.

kikismith44

Go to forms there is a small box at the top that says exclude this form in return. check the box.

DaveF1006

If you are using Turbo Tax online;

Go to tax forms>forms
Delete a Form
Go to Pa forms, locate Form UE and delete it.
If in the software, go to the forms mode, PA Schedule UE, and delete it at the bottom of the form.

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