I need to file Hawaii income tax, but when I go to file electronically, I get the error:
Returns with a Schedule X showing taxable benefits are not eligible for electronic filing
I checked with our tax department, this is not true. They said you are able to file your income taxes online with a Schedule X.
What gives? Is this a bug in TurboTax?
This should be able to be Efiled. Make sure you have the most up-to-date version. You may need to do a manual update.
I updated my software, but I still get the same issue under the Review tab. It does not let me eFile.
Check your Schedule X. The form states 'for Line 16, Taxable Benefits: Line 13 minus line 15. If zero or less, enter -0-. Also, include this amount on Form N-15, line 7.'
If you don't believe you need Schedule X you can delete this form from your return. Here's How to Delete Forms in TurboTax Online.
If you're using TurboTax Desktop, be sure your program is updated through the Online link at the top menu.
Here's more info on Efiling with Hawaii Schedule X.
I do have a taxable benefit, so I need the schedule X. The issue is that TurboTax thinks that makes me ineligible to e-FIle, but according to the tax office in Hawaii, that is not true. This is an error that needs to be fixed. I can't just delete the form, because the review process will automatically add it back. I am stuck in a loop.
I have the same issue. TurboTax 2024 Deluxe, windows desktop.
I was able to e-file 2023 Hawaii state taxes last year, which also included Schedule X. However, it is failing to do so with 2024 Hawaii state taxes.
I am having the same issue where I cannot eFile for State of Hawaii with Schedule X. Note: Mine actually calculates to 0 for Schedule X, but TurboTax Desktop version still says I need to include Schedule X and won't let me eFile. It shows that I am up-to-date with the latest TurboTax Desktop version for State of Hawaii.
Continuing to have the same issues as others. I have updated and no luck, I would like to file
Schedule X is available within TurboTax for electronic filing per this Hawaii Individual Form Availability list. If you have already run the manual update and the state forms are still having an error message upon e-filing, then we can try one more thing.
An option available is for you to provide a TurboTax ".tax2024" file to us that is experiencing this issue so we can take a look at your return. This will help determine what the issue is and provide you with a solution.
If this is something you'd like to do, and you are using TurboTax Desktop, on your menu bar at the very top, click Online and then Send Tax File to Agent. When you click to send, you will get a pop-up asking you if you want to send a diagnostic copy for an agent. Select send and then you will get another popup with a token number.
If you are using TurboTax Online, select an income section on your return to pull up the Tax Tools option on the left side of the screen. When you see Tax Tools, click on it. You will then select Tools. This will pull up a pop up box titled Tools Center. In this box, select Share my file with Agent. Click okay on the pop up informing you of what a diagnostic copy is. You will then get a pop up box with a token number.
Reply with the token number and we’ll be able to open a TurboTax file with your numbers but not your personal information.
Sorry, I do not see any of these options. I have the application version via Mac
There is an error in the file I received so I'm unable to open it. Let's try this. Make sure your program is updated. This can be done by logging into your desktop product. Select Online in the menu on the top, and then select Check for Updates.
If that does not update your program, you can also manually update your program.
Then, please follow those steps again to generate the token.
For a Mac, go to the menu at the top of the screen, select Help, then Send Tax File to Agent.
Thank you for your help
Token:
1384109225-60151317
Please let me know.
1384109225 - 21126696
turbotax 2024 deluxe is up to date. also ran the super patch on top of it. hawaii e-file is still blocked by schedule X.
Upon review of your token, it appears you have not entered anything for Child and Dependent Care expenses in the federal interview section, but you do have amounts reflected under your W-2 Form, box 10 for Dependent care benefits. Therefore, you also need to complete the expense section of the program to rectify the state e-file error and file a complete Schedule X.
To do this, follow the steps in how do I get to the Child and Dependent Care Credit in TurboTax to enter the information for this credit. Proceed through the screens and enter the information as prompted.
Once you have completed your entries, go to the state interview section again. Proceed through the screens. When you see the screen titled "Child Care Provider Summary," select edit.
This will take you to a screen titled "Care Provider information." Please enter the General Tax License # as prompted on this screen and select continue.
Proceed through the remaining screens and answer the questions as prompted.
Once you have completed this and the rest of the state interview questions, the error message during the final review should go away and allow you to electronically file.
Thank you. That makes sense. However, the flexible spending account, from payroll deduction, was spread over the course of a year. So from July 1-December 31 2023; Jan 1-June 30, 2024. However, all dependent care funds were paid out of pocket, lump sump, in 2023. No spending was done in 2024. Any thoughts? Put $1.00?
It depends.
IRS Publication 503 states that if you "pay for services before they are provided, you can count the prepaid expenses only in the year the care is received." Therefore, you would be able to include the expenses from January 1 - June 30, 2024 on your 2024 income tax return.
But if you claimed any of the 2024 expenses on your 2023 tax return, you may need to amend your prior year return as well to remove the expenses that were claimed in 2023 as they need to be reported on your 2024 tax return instead.
Thanks. So the funds were for Preschool. The Preschool charged a penalty for paying monthly. So if you made two lump sum payments, you dont have the penalty. Thats what we did.
The 23-24 school year, one payment was made in July 2023 and another in December 2023. I was advised to put it on the 2023 returns since payments were made in 2023.
The dependent care funds, via a FSA, had no choice but to take out evenly (26 payments) from July 1-2023, June 30 2024. Therefore, the 2024 return shows half of dependent funds (Jan 1-June 30 2024).
Any advice as to what to do, moving forward? I did pay a total of $25 in 2024, due to fees.
Thank you
I submitted my form, token is
10 06 81 83 60-71663771
I had to insert spaces because the forum thought I was writing a phone number.
Unfortunately, I'm having issues retrieving the token number. If you'd like, try posting your token number again.
You can also refer to my reply to the prior poster on this thread and see if that might be your issue as well.
Thank you. Are you able to relook at this and see how I can file the state return electronically?
Token:
9059978163775811-44244245
I think they need to make a fix to these forums, your own ticket numbers get flagged as phone numbers.
You have to take out all the spaces in this:
100 681 83 60-71663771
here's another attempt:
138
410
922
5
-34922213
I've also tried the other solution, but that doesn't apply to me. All of the fields are filled in. TurboTax isn't prompting me to fill in any missing information.
You will not be able to file electronically based upon the information you provided. As mentioned earlier, your best option is to amend your 2023 tax return to remove the amounts applicable to 2024 and utilize those expenses and correctly prepare your 2024 tax returns. As the deadline is closer, you can opt to extend your tax return, amend the 2023 tax returns, and then you will be able to electronically file your 2024 tax return incorporating the childcare expenses attributable to 2024.
Cableguy316, you also do not have anything entered for your Child and Dependent Care expenses. Please see my earlier post in this thread from April 7th for the steps you'll need to take to generate Schedule X correctly. If you have the expenses, then Schedule X will prompt you for more information and and if you meet the criteria, it will allow you to electronically file your Hawaii return.
Helpmedesktopuser, I've tried to download your diagnostic file and am not able to access it. But I suggest looking at my prior suggestions in this thread from April 7th and following the steps as this seems to be the issue on the diagnostic copies I have looked at. If you have a W-2 form with dependent care benefits in box 10, you also need to complete the Child and Dependent Care expenses section. This will then flow into your state return where you will need to answer questions to generate Schedule X.