NYS Pension/Annuities/IRA worksheet missing - holding up e-filing

Same thing happening to me today too...very frustrating.  New York as well.

You're not alone @Kruzynski . I've been dealing with this for 48 hours and I nearly loss it yesterday. I had to deal with 4 support reps to finally be told we are working to update this form.

Were you given a time frame?

THIS IS VERY FRUSTRATING. I HOPE IT GETS FIXED SOON.

I was told 5 March by support. 

Me as well! So, we just wait.....ugh

Thank goodness you guys have answers.  I just spent AN HOUR with a woman who had no clue what the issue was.  So frustrating.  Now we just wait for March 5th?  Annoying.  

This is extremely frustrating and should have been fixed by now!! A lot of taxpayers are waiting to file their hard earned money!

Dear Turbo tax programmers I proposed a solution. Case when form = 'Pension/Annuities/IRA worksheet'  AND state_cd = 'NY' then 'OK' else 'Fail' end. Submit. Show me the money! I'm done complaining. No one is listening.

Did anyone ask if they would still give the reduced price for situations like this? They had a reduction of price if you filed before February 28th... I’ve been trying to do this since the 26th. 

Same issue. Following.

Still will not let us transmit the return because of the issue on this form

Here were are March 5th and the problem still is NOT FIXED! 

Same here just tried to file and get the same problem nothing was fixed or updated yet. Starting to get a little pissed off, this is the second time I’ve been lied to about dates forms would be updated!

I read on another thread Turbo tax advised someone yesterday of a fix as of March 12th.  I believe they are just stringing along their customers with no actually “fix it” date.

The response I just got from Denetria, a product support specialist for TT: 

"As of now, there is no exact date that this form will be updated. The estimated date is Mid-March."

I followed up with the question: Can TurboTax guarantee that a fix will be in place prior to the filing deadline for state returns? Response:

"That is the latest date. And yes of course the form will be fixed before the filing deadline. The state forms 8915-E are a bit behind.  You can check back later on today, updates to the site typically take place in the afternoons."

I been fighting with Turbo tax for weeks to get this Covid 19 distribution fix for both Federal and State. The Federal form 8915-E was released by the IRS on 2/12 and Turbo tax implemented it correctly on 2/26 to 2/27. As far as I'm concerned the Federal portion is still good and you can pay all of the taxes in one year (look for 2020 check box within 1099-R questionnaire) or pay the amounts evenly across 3 years, not 2 years, but 3 years split.

I repeat: you complete form 1099-R as usual and the Covid fix questions will follow, i.e. the 1/3 split or 2020 full tax payments. Make sure you have updated the desktop software.

Now on to the bigger issue: the NYS Pension/Annuities/IRA - Turbo tax has no intention of fixing this issue and has done a terrible job of communicating to customers when  this issue will be fixed. At best you'll get 1/5 customer service reps that won't drag you through a bunch of useless fixes and updates that do nothing.

My next email will be to the NY State Attorney General Letitia James.

@TravisTractor just got off the phone with Ashley in TT support.... states engineers are actively working on this issue and there is NO time frame of when this will be completed.  She advised me to file my taxes and then amend them later.  I advised her I will NOT go through all that complicated mess just because TT software is having an issue.  

@TravisTractor  this was the response I received from TurboTax Support on Twitter!

@Anonymous God I hope so. This is just one of a long list of issues I've had this year with TT. It's almost like there is no QA over there before going live. 

I Firmly believe that it sad when you can file your Federal Tax return have it approved and a refund sent to you in the time that it takes to resolve a simple tax form. Thanks TurboTax and NYS! 

I dont understand why this is taking so long. Here i am trying to file my taxes in time before the stimulus passed because 2020 agi is lower than 2019. Cmon turbo tax we are all waiting for this. You already took our money and we ended loosing bacause we missed out on the early filing discount too!! Grrrrr

To file federal taxes separately from state:

In the toolbar all the way to the left, click on "File" (below review).

Click on "Continue".

You should see a screen listing three steps.  Click on "Start" in step three. (Get ready too save and file)

Then click "File by mail".

On the following screen you will be offered different filing methods for each respective return.

I just tried E Filing NYS and couldnt, so I chose to file by mail for NYS. Yet Turbotax already charged me to efile in NYS. What a great racket they have going.