Investors & landlords

*If you want the FIX without reading the rant scroll to the last paragraph. If after doing all this and you feel like you might have screwed something up just close out the program without saving the file, when you open it back up again next time it should be back the way it was before you started messing with things.

Ok, so I'm in the same boat. I get stuck on the transmit loop and have really worked through this issue. I've talked to a few TT associates and been escalated to the IT department and equivalent with the same response that many of you have received which is, to Print and Mail. Do not let them tell you that the Form 568 cannot be e-filed. California's Franchise Tax Board (FTB) says that it can. https://www.ftb.ca.gov/tax-pros/efile/efile-for-business.html#:~:text=Accepted%20forms,Income%20Tax%...)

That you need to mail it in, is not a very good answer but, it is one work around for the time being while they continue to work out this problem. I've also heard from some associates that the elevated help is trying to say that this is not a TurboTax issue...Indeed it is their issue. After dealing with this for a few weeks I've dug deep enough to give more information than I get from most of the help. Some things to note:

1) Start utilizing the Forms tab in the upper right corner of the TT Program in the blue header. The pane on the left will show all the forms your using, the first half will show the Federal Return and as you scroll down you will see the State Return and associated forms. Within a form you can right click on most data inputs and choose options to see where it gets that information from or some form of "About" info. Also, it will allow you to Overwrite some data (Be very careful of using this as it can screw up data elsewhere).
Scrolling down to the State Return, all of us in the "Submit Loop" issue, should see a Red Exclamation Mark (These exclamations keep you from e-filing) next to Form 568 pg 1-4, which is were Line G happens to be found. From there you should be able to input the amount for Line G. When you input the amount and hit enter, the Red Exclamation goes away. Yeah, right? Wrong. If you try to go back to "Step by Step" (upper right hand corner where you found Forms) to transmit and file your return, the data will erase again as it has in the past. In-fact I took the time to know that the data erases when you continue from the screen where you check the boxes to mail or e-file the Federal and State Returns.

2) If you look for the Source data in the forms for Line G, it draws it's data from (Schedule L line 14), from the Federal Return side. The Schedule L is created when you complete the Balance Sheet section on the Federal Return side. Like for many of you, this isn't helpful as I don't have to create a Balance Sheet for my business so no Schedule L (Requirements for needing to create a Balance Sheet: Business make $250k+ or have $1Mil+ in Assets). With no Schedule L won't transmit the data over to Line G on the 568.

This however, gives no reasoning to why when we force the data into Line G, whether through the step by step or through the forms section in a direct input, it disappears when you go to transmit and file the return or when the loop keeps repeating after you have input the data a hundred times.


Anyway, that was my rant, here is the current Fix to e-file (you might not like it).

Go back into the Federal Return, go to the Balance Sheet and select to complete the Balance Sheet.
I chose to do "Quick Entry" instead of the Guide Me (I started by going through Guide me and felt like I could screw more things up than to help). The Quick Entry was easy and automatically brought up my Assets, Liabilities and any Depreciation from Prior and Current years and pretty much was correct off the bat so all I had to do was to hit continue and say things in my books look correct (you may need to adjust if you need to but hopefully you won't have to). Once the Balance Sheet says it's balanced, this should fix Question G. Now click on forms in the upper right corner. Scroll down to your State Return and see if there are any Red Exclamation Marks. If there aren't any you should be good to file finally!
If there are Red Exclamations you still need to correct the issues. I had a new one that showed up on the 568 pg 5-6 where my California Taxable amount was now off by $252 after creating the Balance Sheet; this however was another TT issue as this was $252 of California Adjustments that were showing up in TT elsewhere but, where not showing up on this form, Luckily when I added the missing $252 on this form and labeled it "California Adjustments" it stays and doesn't disappear like our old friend Question G. Once that was corrected and I went back to forms and all Red Exclamation marks are gone, I was able to go and E-File. Good Luck to all of you, I know this was a pain in the a$$.


This method in no way releases TT from finding a correct path to fixing this problem for those of us that shouldn't have to complete a Balance Sheet.