topic Re: Efiling State With A Data Override in State tax filing

Efiling State With A Data Override

DetroitRick — Sun, 18 Feb 2024 18:23:08 GMT

While I know that TurboTax cannot efile Federal with a return containing data overrides, is the same true for state efilng?

Background - TurboTax is correctly computing my Federal Return, but failing to subtract a non-taxable item for my state (Michigan, Schedule 1, Line 10). Specifically, the item in question is Accrued Market Discount on Treasury notes. Which is taxable at Federal level, but by Michigan (I checked). This item is populated from broker 1099B and carries into my Federal 1040 correctly (Schedule B, Section 1). Other workarounds have not worked for me, and I would like to simply override that one field on my Michigan return. Will doing so preclude state e-filing?

Re: Efiling State With A Data Override

PatriciaV — Thu, 22 Feb 2024 19:46:46 GMT

No, you can't e-file a state tax return (or any TurboTax return) with an override due to the TurboTax accuracy guarantees. You may, however, file the state return by mail.

Re: Efiling State With A Data Override

scurling — Sat, 06 Apr 2024 20:06:35 GMT

I have the same/similar issue with my E-File for two (2) states. I also paid $50. to E-File. Does anyone have experience with getting a refund from TbTx when the states reject the E-File tax forms?

Re: Efiling State With A Data Override

MonikaK1 — Sat, 13 Apr 2024 17:41:41 GMT

Please see this help article for instructions as to how to request a refund on a TurboTax product online.