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Level 4

Solved

Form 7206 cannot be efiled!

Forum|Forum|2 years ago
February 8, 2024
29 replies
9 views

Today 2/08 turbotax updated info for form 7206 but I receive a message that says my taxes cannot be efiled! I absolutely must efile. No way am I sending all those paper forms. Will this be available for efiling at a later date?

TurboTax Home & Biz Windows

Best answer by CatinaT1

Expert Reviewed

@CatinaT1

token number 1176424

North Carolina

I am using TurboTax for windows download

thank you

We know some of our customers have had issues with Form 7206. Please use this FAQ to sign up for notifications.

@Dee4817 @krp1962 @vdawg @lowellj55 @pnwanni @Slow Reader @Jenndy43 @Laura22334455

Trung616

Level 2

Same with me. It's 8:18am 2/8/24 and i still cannot e file. Very frustrating.

"You won't be able to e-file your return" because "You have form 7206 Self-Employed Health Insurance Deduction that is not supported for electronic filing."

frites

Level 2

The form is now available in Turbotax

Jenndy43

Level 5

We know it's available. Can't efile with it though on desktop version

CatinaT1

Level 15

This has been resolved. Make sure your software has the latest update. You might also try closing TurboTax, clear your Cache and Cookies, and reopen TurboTax.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

krp1962

Level 2

I tried this in chrome and it still gives the same error.

Is this a IRS restriction not allowing the e-file or is it a turbo tax error.

Ed Bemis

Level 3

Sadly, this message "blog" or "list" or whatever it technically is..... is NOT helping Turbo Tax Customers at all, rather it is simply adding to confusion. I am no expert, but do tend to chase/research things when I am trying to determine WHY things aren't working... here for anyone's consideration is what I have discovered;

- The IRS has in fact finalized the Form 7206 and it is no longer in Draft form.

- Some people have posted that other Solution Providers (i.e. H&R Block) are able to file...

--- Strangely, the IRS website that lists "Acceptable Forms" for tax year 2023;

--- (https://www.irs.gov/tax-professionals/tax-year-2023-modernized-e-file-schema-and-business-rules-for-individual-tax-returns-and-extensions)

--- does NOT show Form 7206 in the list of "acceptable" which is interesting IF other providers CAN upload;

- Form 7206 being REQUIRED by the IRS in your submittal is ONLY if one of three different reasons (previously posted on this chain) are encountered.

--- Read the 1040 Schedule-1 Line-17 instructions for the 2023 Form 1040 filing on the IRS website (https://www.irs.gov/pub/irs-pdf/i1040gi.pdf)

--- You will see Schedule-1 instructions start on page 85, with Line-17 spanning pages 90 and 91.

--- There is a "worksheet" in the instructions that can be used INSTEAD of the Form 7206 AND....

------ The 7206 requirement is listed (on page 91bottom left) as an EXCEPTION and that is where the 3 reasons the form would be required are detailed.

So as I stated earlier, I am not the expert here BUT..... It would seem to me that TurboTax has possibly TWO errors where one MIGHT NOT be their software's problem;

1) IF you don't meet the Exception triggers to require 7206, then TurboTax's code IS AT FAULT for forcing that form to be included in your return.

2) IF you DO meet the IRS Exception Requiring Form 7206, even though the IRS has published a final, NOT DRAFT, version of this form... it appears POSSIBLY they haven't updated their "Schema" to actually ACCEPT the form by file. This would NOT be a TurboTax issue and instead would be an IRS one.

Hope this information helps folks some

P.S. TurboTax HAS in fact published a note;

https://ttlc.intuit.com/turbotax-support/en-us/help-article/insurance-medical-benefits/form-[product key removed]n-turbotax-required-file/L9490jQnO_US_en_US

and that post is listed as "SOLVED" although I would contest it actually is PENDING instead...

- the software error is KNOWN (by TurboTax)

- HOWEVER, the issue persists and has yet to be resolved in production

Jenndy43

Level 5

just updated Turbo tax (2/8/24 ) but still getting the same error message as well!!

Mi37

Level 2

Hey TurboTax

I installed today’s update and form 7206 still cannot be efiled. Once again please test the release on a Mac Book Pro M2 2022 running sonoma 14.2.1

Per Fed Ind Format 2023.15300 2/9/2024

to recreate the problem and hopefully finally fix this.

frites

Level 2

It's now available in Turbotax

6ixgun

Level 3

Not in the desktop version.

ss104

Level 2

today 02/09/2024 tried again, still not luck cannot efile with form 7206. even tried without premium entry(no deduction) if you buy marketplace insurance self employed it wont work. very unhapy, been using turbo tax for 15+ years.........

danielf

Level 2

having the same problem

tventre

Level 4

Hello all, ignore all the instructions below. Refer to the IRS website for form 7206 or click on this link:

https://www.irs.gov/pub/irs-dft/i7206--dft.pdf

The IRS says the form is still a draft version. You can't file a draft version of a form and that includes mailing your return as well. We have to wait until the IRS approves the form. The link explains this.

ttmacuser

Level 4

tventre the link you posted has been updated. If you check the hyperlink for latest updated forms and enter 7206, you will see the dates for both the form and instructions finalized by the IRS.

TT knows that they have a problem with the desktop version. They seem, for some reason, to be struggling with communication surrounding this issue which is in addition to their struggles with code. Perhaps it’s because this issue comes concurrently with the major efile fiasco they thought was fixed.