topic Re: Indiana e-file ineligibility in State tax filing

Indiana e-file ineligibility

seajoel — Fri, 27 Mar 2020 18:07:08 GMT

I'm getting a message about the Indiana return that it can't be filed electronically. "At least two of the four withholding and wage amounts (Federal tax WH, State Wages, State Income Tax WH and Local Income Tax WH) on W-2 statement have the same dollar amounts. The only two numbers on the three w-2's I have are the State & Local Wages. Anybody else had this problem?

Re: Indiana e-file ineligibility

KathrynG3 — Fri, 27 Mar 2020 18:32:18 GMT

Double check the W-2's you have carefully to make sure the details are entered in the proper boxes. This warning is saying that the input does not appear to be correct--for example, the entire wages are accidentally entered as local withholding, or something like that.

Re: Indiana e-file ineligibility

seajoel — Mon, 30 Mar 2020 02:04:19 GMT

Thanks for the reply - I doubled and triple checked the W-2's. No amounts were the same, However on one W-2, I had Federal WH of 33.14 and State WH of 33.11. Although close, the numbers are different. Rounding was the issue - both rounding to 33. I did a test and changed the 33.11 to 32.11 and it went through with no Indiana error. My dilemma is to file paper copies or change one of the amounts and risk a rejection on the e-filing. Any suggestions

Thank You

Re: Indiana e-file ineligibility

DaveF1006 — Mon, 30 Mar 2020 02:13:41 GMT

You might try changing the state WH amount but make sure it is lower than that the $33.11 amount. If this triggers a rejection, the only thing you can do is efile the federal and paper-file the Indiana return. Meanwhile, give it a shot reporting the Indiana amount at $32.11. This should not significantly impact your return.

Indiana e-file ineligibility

ramsaro2 — Sat, 04 Apr 2020 01:23:40 GMT

I had a customer with the same error message but his had 4 W-2s with federal withholding of zero. Turbotax would not allow him to e-file the state.

Re: Indiana e-file ineligibility

Tyrus-Realtor — Tue, 14 Apr 2020 00:08:53 GMT

I had the same exact issue, and this worked for me. By changing the Indiana state tax amount down, I had to pay $1 more in state taxes, but oh well. Worth it to be able to e-File!

Re: Indiana e-file ineligibility

Howell63 — Sat, 11 Jul 2020 16:11:09 GMT

I have the exact same issue....I have checked my 3 1099-R's and there are no duplicate figures in federal, state or local withholding. I do not know how to correct so I can efile. Help?

Re: Indiana e-file ineligibility

JotikaT2 — Mon, 13 Jul 2020 21:11:45 GMT

You may want to try deleting the input and then entering the 1099-R forms again. This may resolve whatever issues are going on and allow you file.

The input would be under the Federal income section as follows:

Select Income & Expenses
Scroll down to All Income
Select show more to the right of Retirement Plans & Social Security
Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
As you enter your 1099-R information, be sure to file out the state section. The program will then answer any questions as it relates to that particular 1099-R.
To enter additional 1099-R forms, simply select +Add Another 1099-R
To delete, simply select the Delete option to the right of each 1099-R form. You can either delete all and re-enter or trying deleting one at a time and re-entering it.

Re: Indiana e-file ineligibility

GregS16 — Tue, 16 Feb 2021 16:37:53 GMT

I have the same issue with only a single w-2 for me and a single w-2 for my spouse. Very frustrating error - I do not use TurboTax to file by paper!

Re: Indiana e-file ineligibility

LenaH — Tue, 16 Feb 2021 20:52:02 GMT

If you have only a single W-2 and you are having trouble e-filing, please check the input of your W-2. If Box 16 (State Wages) is greater than Box 1 (Wages), then it you will not be able to e-file your return.

To check your W-2 input, please follow these steps:

Open your tax return.
Search for W-2 with the magnifying glass tool on the top of the page.
Select the Jump to W-2 link at the top of the search results.
Click on Edit next to your W-2.
Verify amounts entered.

If your W-2 is correct and Box 16 is not greater than Box 1, then please check the Indiana Individual Forms Availability to ensure that none of the forms on your return are unsupported for e-file.

@GregS16

Re: Indiana e-file ineligibility

churchv0662 — Mon, 07 Feb 2022 18:36:53 GMT

I had the same issue last year and again this year. I have double and triple checked to make sure my information was entered correctly and it will not allow state efile. I have some 1009-R forms that I have 10% of amount received deducted to insure that I do not have to pay state taxes at year end filing. I don't understand what is wrong. I have used Turbo Tax for years and only had this issue last year and this year!

Re: Indiana e-file ineligibility

RobertB4444 — Tue, 08 Feb 2022 00:15:24 GMT

If you are importing your W2's then I would suggest deleting them and typing them in manually. Some companies when preparing their W2s for export to TurboTax fill all of the blanks with zeroes which is obviously not wrong but the system reads that as information to enter on a tax return and that can gum up the works.

Re: Indiana e-file ineligibility

JRome7 — Thu, 17 Feb 2022 20:20:10 GMT

I have the same error due to same $ amount for both federal and state withholding on a 1099-R being the exact same amount. I had requested 10% be withheld for each on this particular account - so the amounts are the same and were entered accurately. If I am reading the comments correctly the only way to file this state return would be to alter the state withholding - or - file it via paper mail? I understand and appreciate TurboTax alerting me to a potential error - but not being able to e-file once the user has confirmed the accuracy seems a bit harsh.

Re: Indiana e-file ineligibility

DaveF1006 — Thu, 17 Feb 2022 20:55:34 GMT

@JRome7 It depends, as a solution, you can try changing the dollar amount on either the federal or state withholding to reflect $1 difference. For an example, if both read $1000 you can try changing the dollar amount on ONE of them to be $1001. Won't affect your return.

Re: Indiana e-file ineligibility

TaxFunNotFun — Tue, 07 Feb 2023 20:06:53 GMT

I just got off the phone with a TurboTax representative and he confirmed that if there is the same amount of the federal and state tax withheld, this would trigger not being able to e-file your Indiana state taxes. He didn't know why it would do this either so I guess I'll just have to file by mail. I have 10% federal tax withheld and 10% state tax withheld. What is wrong with doing this???? So frustrating that this would trigger a no e-file response.

Re: Indiana e-file ineligibility

BrittanyS — Tue, 07 Feb 2023 21:46:22 GMT

As DaveF1006 stated, you can offset your state withholdings by a $1 difference. This will allow the software to see the amounts are not the same and will allow for the e-file. It will not affect your return.