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Can not e file due to ny state return saying check this entry, pension/annuities/ira worksheet, still working on updates?

 
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3 Replies
KathrynG3
Expert Alumni

Can not e file due to ny state return saying check this entry, pension/annuities/ira worksheet, still working on updates?

You can expect to file your state return in the next few weeks.

 

The TurboTax engineers are working as fast as they can to update all the states to reflect each state's conformity or nonconformity to federal Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments.

 

If you wish to file your federal separately, the state return can be e-filed after the federal return has been accepted and approved.

 

For more information how to do that, see: How do I e-file my state after I already filed my federal?

srini_j27
Returning Member

Can not e file due to ny state return saying check this entry, pension/annuities/ira worksheet, still working on updates?

It looks like this issue is resolved with the recent updates for NY but still unable to efile NY state separately. It says to include federal return, though federal was efiled separately couple of weeks back. Please suggest.

LinaJ2020
Expert Alumni

Can not e file due to ny state return saying check this entry, pension/annuities/ira worksheet, still working on updates?

This issue is scheduled to be resolved in a product update March 19, 2021.  Please click on the following link to receive an email notification when any updates become available.

 

Not able to e file state return after Federal

 

As far as the Form 8915-E 10% not subject to penalty issue, it has been resolved.  Make sure to update your program.

  • If you are using the TurboTax CD/Download software program, open TurboTax and select Check for Updates from the Online menu near the top.
  • If you are using the online version, it's an automatic update when you sign in and out. 

 

If you are under age 59 1/2, the distribution from the retirement plans and IRAs is considered as an early withdrawal.  Generally, you will pay both regular tax plus an additional 10% penalty of your entire distribution unless you met certain criteria.  Due to the CARES Act, if your retirement distribution is related the Covid-19, you will not be liable for this additional penalty.  You will still pay the normal taxes like your wages and income.  For more information from the IRS, click here: Covid Relief.  If your distribution is not related to the Covid, you will need to pay the penalty

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