topic Re: Filing issues in State tax filing

Filing issues

Beorhtel — Thu, 25 Feb 2021 09:52:58 GMT

When I go to file my Michigan returns I get this and it stops me from e-filing. Is it just a form availability issue and if so does anyone know when this will be available?

Re: Filing issues

Irene2805 — Thu, 25 Feb 2021 15:07:16 GMT

If you are using the TurboTax Online edition, go back to your federal return and go through the screens for your 1099-R. The program has been updated with Form 8915-E, to remove the early withdrawal penalty for early retirement plan distributions because of COVID-19.

Then go back to your Michigan return. After reviewing the return you should now be able to e-file it.

If you are using TurboTax CD/Download, the update should be available later today (2/25/2021). You will be prompted to download any updates available when you open the program. You can also update the program while you have it open by following these steps:

Click on the Online link in the black bar at the top of the page.
Click on Check for Updates.
TurboTax will download and install any updates available. If there aren't any updates, you will receive the message "Your software is up to date."

Re: Filing issues

Beorhtel — Thu, 25 Feb 2021 15:34:11 GMT

I'm using the online IRS edition and did exactly that and I still seem to be getting that screen and only for the Michigan part of it.

Re: Filing issues

Pker — Thu, 25 Feb 2021 19:42:42 GMT

Also in MI. Have the same problem.

Tried from two devices, deleted 1099-R and entered it again. It seems to be happening to multiple users. Is this an issue on the backend? Is it a state form issue?

Re: Filing issues

HeatherPLO — Thu, 25 Feb 2021 23:40:14 GMT

Please see the Help Article here for further assistance.

Re: Filing issues

aritchi11 — Fri, 26 Feb 2021 12:32:35 GMT

That link doesn’t help. Still not working.

Re: Filing issues

cldunn87 — Fri, 26 Feb 2021 16:24:45 GMT

This link is not helpful, and this issue has not been resolved. When can we expect to be able to file our taxes???

Re: Filing issues

Beorhtel — Fri, 26 Feb 2021 19:56:43 GMT

Still not working here. Anything for anyone else?

Re: Filing issues

MichelleLO — Fri, 26 Feb 2021 21:44:56 GMT

Per the forms availability schedule, the form just became available today, February 26. If using TurboTax Online the system will automatically be updated. If you are using TurboTax Desktop, try to run a manual update of your software to see if that will load the new forms. If that does not resolve the issue, wait until tomorrow and re-run the update as we do not know the exact time the system will update the forms.

Re: Filing issues

aritchi11 — Sat, 27 Feb 2021 12:56:03 GMT

Still doesn’t work for Michigan. Can anyone provide an update on when this will be corrected?

Re: Filing issues

Beorhtel — Sat, 27 Feb 2021 13:34:59 GMT

Still not working on my end too.

Re: Filing issues

KathrynG3 — Sat, 27 Feb 2021 13:56:09 GMT

Since Form 8915-E was added a few days ago, the issue should be resolved. Since it is not in your case, then the program is not fully updating. Here are some ways to force the update and move forward:

Close out of your program and close out of the browser using TurboTax Online.
- Check for updates in TurboTax CD/Download from the menu line--depending on the level of your program, this will be under Help or Online.
Use Chrome when the browser is re-opened.
- Try using an incognito browser if you are already using Chrome
Clear cache & cookies (Ctrl + Shift + Del); In Chrome, use the Basic tab for at least 7 days
Delete Form 1099-R following these steps:
- From the left menu, select Tax Tools.
- Select Tools.
- Scroll to Delete a Form.
- Scroll to Form 1099-R and select Delete and Delete Selected Form and Continue.
- Refresh your browser window.
Return to the program and search for 1099-R. Select the Jump to link in the search results.
- Verify that the questions were answered after entering Form 1099-R:
  - Where is your distribution from?
    - Pension/IRA distributions received before retirement age / None of the above
  - Do any of these situations apply to you?
    - I took out this money because of a qualified disaster (includes COVID-19)
  - Continue through the rest of the questions before returning to your state return and go through any questions.
    - If there are still issues, delete the state and re-add it.
      - In TurboTax Online
      - In TurboTax CD/Download

For more information, see: What is Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments?

@aritchi11

@Beorhtel

Re: Filing issues

Beorhtel — Sat, 27 Feb 2021 16:28:26 GMT

I just tried all of that. I get the new questions and it allows me to waive the 10% tax. The problem comes when I get to the final check before e-file. It asks me to correct my number for distribution of 401k to match up with federal and it does because it was all imported. I click to advance it and it won't allow me to and up top it says something about letting me know when it's ready, which it should be. It just keeps sending me in this endless loop. @KathrynG3

Re: Filing issues

lexi4 — Sat, 27 Feb 2021 16:43:00 GMT

yup same issue here. When I asked if they knew when it would be fixed I was told they are unsure and to just keep checking......

Re: Filing issues

KathrynG3 — Sat, 27 Feb 2021 21:15:53 GMT

You can send us a diagnostic file that has your “numbers” but not your personal information. This will allow us to open a copy of your return.

If you would like to do this, follow these steps:

From the left menu, select Tax Tools.
Then select Tools.
Select Share my file with Agent and OK.
Then, you will get a pop-up with a Token number.
Reply to this thread with your Token number.

We will then be able to see exactly what you are seeing and can help diagnose the issue.

@Beorhtel

@lexi4

Re: Filing issues

Beorhtel — Sat, 27 Feb 2021 22:27:46 GMT

762219 is my token number. @KathrynG3

Re: Filing issues

Beorhtel — Mon, 01 Mar 2021 18:06:03 GMT

Still not working on my end. Did anyone else get theirs working? I'm assuming not. Has anyone found anything out from the data I sent? @KathrynG3

Re: Filing issues

KathrynG3 — Tue, 02 Mar 2021 14:57:46 GMT

Thank you for your patience while I researched this matter. I am seeing the same results in your return that you described. We are still investigating.

Michigan does conform to the federal guidelines for early distributions to be taxed over the next three years. However, you are not experiencing this treatment for your withdrawal on the Pension worksheet even though the Federal AGI is correctly posting as expected on your Michigan tax return.

What to do now:

For TurboTax Online, continue to wait for the Michigan update.
Otherwise, convert to TurboTax CD/Download and override the 100% to one third of the withdrawal amount posting to your return on the Pension worksheet.
- If you have not paid for TurboTax yet, see: How do I switch from TurboTax Online to the TurboTax CD/Download software?
- If you have paid for TurboTax, call (800) 446-8848. They will push you a free download.
- Keep in mind that doing the override would forfeit the accuracy guarantee.

@Beorhtel

Re: Filing issues

elamphear — Tue, 02 Mar 2021 16:24:15 GMT

This is happening on my Michigan return as well. Following thread for when this is fixed. Can't get passed the screen to file until it is!

Re: Filing issues

Beorhtel — Tue, 02 Mar 2021 16:46:17 GMT

Thank you. I'm glad to see this is being looked at and it wasn't all on my end. Your assistance is appreciated. @KathrynG3