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edestinym
New Member

If I received a message that I am not entitled to efile one or more formsets, how and what do I need to look for to correct this issue?

 
4 Replies
KatrinaLO
Intuit Alumni

If I received a message that I am not entitled to efile one or more formsets, how and what do I need to look for to correct this issue?

Hello! Please follow the steps below and hopefully this will resolve the issue for you.

 

I got the message "not entitled to e-file one of more formsets". 

 

Please troubleshoot with the options below. If needed, we will 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)

 

b. Sign out, 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

  1. Sign out of TurboTax.
  2. Sign back in.
  3. 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

 

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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arorrer67
Returning Member

If I received a message that I am not entitled to efile one or more formsets, how and what do I need to look for to correct this issue?

Screenshot (65).pngScreenshot (64).png

MichelleLO
Employee TurboTax Specialist

If I received a message that I am not entitled to efile one or more formsets, how and what do I need to look for to correct this issue?

Did you follow the steps posted above by KatrinaLO?

@arorrer67

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**Mark the post that answers your question by clicking on "Mark as Best Answer"
arorrer67
Returning Member

If I received a message that I am not entitled to efile one or more formsets, how and what do I need to look for to correct this issue?

Screenshot (64).pngToken Number #763458

Already been online for over an hour with TurboTax support.  They put me over here.

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