Thank you for reviewing my message. I do have an amount on Form 1040 line 15 (taxable income). Everything looks to be correct when compared to previous years returns. When I select REVIEW tab, ANALYSIS shows my refund amount, then I select CONTINUE and SMART CHECK says it found errors. When I select FIX ERRORS I get the following message:
Your Federal Return Is Not Eligible for Electronic Filing
Why? Electronic filing identifies tax situations in your federal return that could preclude you from
filing electronically. Your federal return is not eligible for electronic filing due to the following
reason:
The tax withheld of $(Form 1040 Item 25D Federal Tax amount from 1099-R - Amount deleted for posting) as shown on Form 1040 is greater than or equal to $(line 2b Taxable Interest - Amount deleted for posting), the sum of income from the following sources:
Form 1040, line 1a - Total amount from Form(s) W-2, Box 1 ($0)
Form 1040, line 1c - Tip income not reported on line 1a ($0)
Form 1040, line 2b - Taxable Interest ($Amt deleted for posting)
Form 1040, line 3b - Total Ordinary Dividends ($0)
Form 1040, line 4b - IRA taxable amount ($0)
Form 1040, line 5b - Pensions and annuities taxable amount ($0)
Schedule 1, line 7
- Unemployment Compensation ($0)
Form 1040, line 6a - Social Security Benefits ($0)
Schedule 1, line 9 - Other Income, less net of foreign exclusion ($0)
Schedule C, line 1 - Gross Receipts ($0)
These rules are set by the Internal Revenue Service Electronic Tax Administration.
To file your federal taxes by mail, select "File a Traditional Paper Return."
I spent a couple hours on the phone with a TurboTax representative and after they checked things over, was told I could not file electronically because I have a 1099-R. This made no sense as I have been filing electronically for years with a 1099-R.
I even deleted the Taxable Interest Amount (from my 1099-INT) and received the same message but this time it said my Federal Tax withheld was greater than or equal to ZERO.
I've tried a few other free e-file options recommended by the IRS to see where my 1099-R amount is placed on Form 1040 and each one seems to put it in a different place. However, I don't get an error telling me I can't e-file.
I've deleted my TurboTax file and redone my taxes a couple times now using the guided EasyStep with the same resulting error stating I can't file electronically.
Thank you
