California form 3840

[JSCY]

I am experiencing the same issue with e-filing California.   It was rejected with the error message prompting invalid or missing description of property given up in form 3840.  I tried a few workarounds, including entering a blank space to pass the Turbo Tax review check but it still gets rejected during e-filing.  Does anyone know if Turbo Tax is following up on this reported glitch?  Do they have any plan to fix this conflicting issue that's been around for years?  Since you can't e-file, will Turbo Tax give you partial refund for the state? Any insight is greatly appreciated. Thank you.

[kmbayarea]

I have been dealing with this problem since first filing for tax year 2019 when I exchanged under 1031  a California rental property for multistate rental properties using DSTs( Delaware Statutory Trust) .  I had talked to to those called Turbo Tax agents in 2020, 2021 and 2022 for help but to no avail. I finally brought this problem to the attention of a customer service rep of Turbo Tax last year to look into this apparent glitch software. and I was assured that it would be looked into.  I have been filing the Form 3840 manually and it has been frustrating  and hope this problem has been fixed as I just downloaded the Turbo Tax 2023 Premium.   

[USDreadnought]

kmbayarea, am I mistaken, or has Turbo Tax been ignoring the CA form 3840 issue for years? If I read your latest post correctly, you filed by paper in 2023 already, so the problem has not been fixed for 2023? Thank you, USDreadnought, Napa

[kmbayarea]

I have not yet looked at the 2023 Turbo Tax Premier yet which I am in the process of downloading.  Let's hope this software glitch has been fixed! 

[USDreadnought]

Thank you kmbayarea, I am probably going to switch to HR Block as I am ready now to start my taxes. Hope that Turbo Tax has fixed it this year, after years of problems, it not going to be enough for my money this year. Thanks for responding. USDreadnought

[quangthang10d4]

No they have not fixed this stupid error at all. It's still making you put in the non-existent property given up

[jholliday88]

My CA return has been rejected twice, all info correct.

Looking at ALL the comments appears that TurboTax has failed to correct YOUR issue.

The issue, see earlier in this thread, it that CA wants the property description blank, but turbotax will not allow it to be filed with property description blank.  There have been numerous complaint on this issue, why is it not fixed?

And your "response" of Just file it as paper,   and we will keep the E filing fee, is BULL**bleep**,  as I will now have to print 100+ pages, spend the time to deal with it,  and pay $$ to mail it.

[jholliday88]

I am also having this issue,

Sent in my tax file  1245274

Why has this not been fixed?  If I have to print and mail, when will you be crediting back my E File fee?

[USDreadnought]

Greetings jholliday88 and all. CA accepted my 2 forms 3840s this year on the second e-filing try. I think the secret was to correct the way the property address OR parcel number is input at the top of the form. Forget parcel number. Then, don't fight the form. Put the property address in, line by line, exactly as the form wants the info inserted. No more, no less, exactly as the form wants it. Nothing extra. The form then properly populates the remainder of the form. I had to correct the top section this way on both of my forms and then CA accepted my electronic returns! If at fist you don't succeed, correct the address format and try again! Best wishes, Frank from Napa 

[KensingtonBlond]

I am having the same problem - I cannot submit the form 3840 if I have a description (turbo tax makes me delete the personal property description) but it is then rejected by CA state tax....that says I must have a description! The problem is not fixed. But somehow I filed electronically last year! Same data. Not sure what has changed but I really do not want to print and send to CA state tax board. 

[jholliday88]

On the 3840 form

Schedule A properties given Up

Part 1

IE, if you only gave up one, 

In the B and C section

Check No

0 in ownership %

and NONE in personal property description

***And Yes, I agree this makes NO sense, but it allowed me to e-file for 2023 in CA so it is worth a try in 2024.

[BrittanyS]

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)