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Level 1
posted Jan 31, 2022 2:28:03 PM

Federal Return Rejected

I got the following message on my federal return:
"if Form 4972 ind in the return is checked, then Form 4972 must be attached to Form 4972 inc"\

 

I filed electronically today (1/31).  Can someone inform me of what the problem could be and how I could get around it?

Thanks for any help,

Patrick

0 1 306
1 Replies
Expert Alumni
Jan 31, 2022 7:49:14 PM

Form 4972 is used to report a lump-sum distribution from a pension, profit-sharing or stock bonus plan. If this doesn't apply to you, you can try deleting the form in TurboTax as follows:

 

A simple way to delete forms in TurboTax online is to use the Tax Tools menu option, which is on your left menu bar when you are working in your program. Then, choose Tools and then Delete a form.

 

If you are working in the download TurboTax program, use the Forms Mode on your menu bar to bring up the form you want to delete, then choose the Delete Form option at the bottom of the form.