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Filing state return, stopped at transmission stage with the following: "Our records indicate that you are not entitled to efile one or more formsets." How fix??

Have shared file with Agent. Please advise.
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4 Replies
EbonyA
Expert Alumni

Filing state return, stopped at transmission stage with the following: "Our records indicate that you are not entitled to efile one or more formsets." How fix??

We have received numerous reports of this experience that appear to be coming from various areas of the program. Please troubleshoot with the options below. If needed, we will need to investigate your experience.  Thank you for your participation and patience.

 

 a. Check Availability
 Please confirm all forms you are filing are available and supported to be e-filed. When will my forms be ready?
(The 8915-E Form is projected to be e-fileable starting 02/24/2021) Form 8915-E

 

b. Remove state and try again
 If all your forms are ready and available to be e-filed and you receive this message, please follow the steps below
Sign out of TurboTax.
Sign back in.
E-file the return again.
You may need to remove your state and prepare your state return again to move past the error and successfully e-file. How to delete a state return
c. Send us your tax file
Still receiving the message? We'd like to take a deeper look at your specific situation. Please attach screenshots, detailed instructions on where you are in the TurboTax Program and a token number. (This token number gives us your tax file with all your personal information removed)

 

TurboTax Online:  
Click Tax Tools in the menu to the left.
Click Tools, and then
Click Share my file with Agent.
A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.
Provide the token number that is generated onto this thread.
 

TurboTax Desktop:
Select Online menu if the customer is using Windows. Select “Help” if using a Mac.
Select Send Tax File to Agent.
A pop-up message will appear, and the customer will select, Send. If using Mac "Send Tax File to TurboTax Agent"
 Note: Desktop will save a file to your computer unless you uncheck the box.
Another message will appear. Provide the token number that is generated onto this thread.
 

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Filing state return, stopped at transmission stage with the following: "Our records indicate that you are not entitled to efile one or more formsets." How fix??

I have already tried all of those steps. I cannot delete my State return because I have already paid. What do I do now? 

I have even sent my return to a tax expert but never heard back from anyone. 

Filing state return, stopped at transmission stage with the following: "Our records indicate that you are not entitled to efile one or more formsets." How fix??

Token is 784198.

 

By the way, for reasons I cannot determine, my NY State return is now showing as "printed". I have not printed the return - even though this was stated as a solution to the issue I am having, when I tried, I was told that filing by mail is not permitted for my state return. 

This really seems to be a mess. Please advise. I don't want to be late with my taxers because of a turbotax issue. My return is actually simpler this year than usual, but I have never had so many problems! 

MichelleLO
Expert Alumni

Filing state return, stopped at transmission stage with the following: "Our records indicate that you are not entitled to efile one or more formsets." How fix??

Please reach out to TurboTax Customer Support as your issue would be best resolved with one-on-one support.  Please visit the Contact Us page and select your product to get you to the right person.

@Kfroud

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