Does anyone have any idea when I will be able to file a NY return that his an early retirement distribution that qualifies as COVID relief at the Federal level. The product won't let me file, but I can't find guidance on when to come back to file.
Where did you hear a March 3 date? I am wondering because I had contacted TurboTax support and they had no idea. Their answer was for me to file by mail. Im
NOT filing by mail. The kicker is TurboTax already charged my credit card but I still can’t file my return because of this covid issue with retirement distributions. Very frustrating!
Form 8915-E is now available. You should be able to proceed and file your returns.
Unfortunately that is the Federal form you referenced @MichelleLO . I cannot get past the “Fix your State Return” section of filing for NY STATE return because it errors on the IRA withdrawal worksheet.
The product will not let me eFile, and NY wants eFile. I will not mail my return.
I am having the same issue as @CK240 TurboTax need to fix this!
is this just turbo tax does anyone know?? I am thinking of trying a different software to see
There are at least 30 states who have not conformed yet to the most recent legislation. So returns for those states cannot be e-filed. New York State is one of these states.
So does this mean that we will not be able to e-file our state returns this year?
@DaveF1006 as an Intuit employee with Expert status, rather than making an excuse - I’d hope you could provide a solution or a suggestion.
(I can imagine the suggestion you have for me in your head right now, but not *that* one... I’m not that flexible.)
Here’s my problem - the error is on a worksheet. I’m happy eFiling as it stands without distributing the income of the withdrawal. The product won’t allow me to. The “error” is poorly worded, and the product and support offer me no guidance, no date to expect resolution... nada. I have unfortunately already paid for the unfinished product too. So I have to ask Customer Service for a refund and take my business (personally and professionally) elsewhere. It’s not the state’s fault when the product can’t provide a positive user experience. The advice to just file by mail tells me that it’s the product not the NYS tax department.
How does one escalate an issue?
This is still remains an issue. It has to do with the functioning of TurboTax not the NY State Tax department. I, and others, are unable to efile tax returns using Turbo Tax because of this functional error. As @CK240 states, we are unable to file even without distributing the income across the the three years. Something is wrong in the TurboTax software and needs to be corrected. I am waiting a couple more weeks for a resolution until I go elsewhere to file and request a refund from TurboTax. I have been a customer for years but this issue, if unresolved, will result in the loss of my business. Very frustrating that there is no helpful response from Intuit / TurboTax.
So, here is proof that this issue is the TurboTax software processing. I just created an account at H&R Block and entered my exact same information there. The federal calculations matched TurboTax. However, the NY State results were far off! H&R Block correctly processed the NY State return correctly whereas TurboTax does not. I suspect it has to do with the treatment of the COVID retirement distribution from what I can tell. So, Intuit, please fix this issue. Thanks!
Update: Spoke to TurboTax support on the phone. They say this issue will be fixed on March 12. I referred to this discussion and suggested that someone from Intuit post that information here. I guess we shall see.
I was told March 1 would be the fix, it wasn’t. I called back and was told March 5th, which it isn’t as of yet today. Now that I read you were told March 12th, I’m curious if this is a ploy to just keep us as customers, to not go elsewhere, but really no actually “fix” date.
Same exact issues, First it was federal which finally got resolved almost a month later and now it's the NY state. Again I also already paid their fees as well and everyone I speak with tells me to File by Mail. If I wanted to do that I would have never tried to use TurboTax to begin with. Now I am stuck because in NY they tell you that you are required to e-file if you e-file your federal. Absolutely ridiculous that the support people don't even have a straight story to tell customers when reporting issues. Why are we paying for inconsistent help??
It's good people are posting here about the same problem. I referred the TurboTax tech support to look at this thread. I've decided that I will give it until Monday, March 15th and if this issue is not fixed in TurboTax, I will request a refund and efile using H&R Block online. Their system seems to handle the COVID retirement distribution correctly and will let me file electronically. I encourage anyone else who has this issue to try entering your information in H&R Block online (or another competitor) to see if it works for you.
Thank you for following through with the H&R Block idea.
I'm working with a network news station in Buffalo to run a story about how TurboTax is ignoring New Yorkers with a broken solution when other vendors have figured it out. It's fun when you have relatives who are on air talent just how much noise you can make.
Hopefully it will be done by 3/12.
I am also having this issue been with Turbo Tax before it was even called Turbo Tax and they had bought out the original tax software I used to use. So I will be patient and wait until the 12th like everyone else before I ask for a refund because like you know NYS will not except a mailed return once you do your FED e-file.
Same problem!!! Lucky I found this thread. I also will not file by mail and hoping a resolution can be found soon. Thank you
Just an update on the thread. It appears this issue was fixed in TurboTax. I deleted and then reentered my 1099-R and was able to correctly apply the COVID related distribution across 3 years. The error is no longer being displayed and it appears I can efile successfully. I have not transmitted the filing yet but will do so shortly.
I am not happy about the way Intuit handled this issue but am glad it was eventually fixed.