Per the IRS instructions for form 7202:
Self-employed individuals should use Form 7202 to figure the amount to claim for qualified sick and family leave equivalent
credits under the FFCRA on their 2020 tax return. These credits are available to eligible self-employed individuals if they were unable to work or telework or had to care for family members for reasons related to the coronavirus and are refundable.
https://www.irs.gov/pub/irs-dft/i7202--dft.pdf
To Delete A Form:
1) Click “Tax Tools” on the left menu
2) Click “tools” then a box should pop up
3) Click Delete a form
4) Scroll down and look for the 7202-T form
5) Click delete
Otherwise, the E-filing of Form 7202 is not supported.
If Form 7202 will be included with your federal tax return, Form 1040, you will have to print, sign, date, and mail the 2020 Federal Tax Return to the IRS.
This is nonsense. Every other tax platform/software can e-file a return with Form 7202 included. Why can't Turbotax?
Form 7202 is not available for e-filing, according to our forms availability sheet. To print and mail your return, please follow these instructions if you're using TurboTax Online and review this article if you're using TurboTax Desktop.
If you wish to e-file without the credit you will need to delete the form:
Since you wish to e-file and claim this credit, your best option will be to first e-file without the credit, and then prepare an amended return claiming the credit.
That is nonsense. All other software/filers can efile a 7202. TurboTax has to fix this and now.
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)
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.
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 thenClick 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.
I checked the list of available/supported forms, and saw that the New York State IT-2 (W-2 summary) form wasn't supported. I tried to delete that and try to refile, but I get a message saying I am not entitled to efile due to certain formsets in my return. It looks like I'm not able to delete those forms because I already paid the fee. Is there a way to "unregister" the return and remove the IT-2 forms and try to efile again? Unfortunately, in NY if you use tax software you must efile. So just printing and mailing is not an option. Who knows, that might not even be the issue holding up the efiling. Help!
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 thenClick 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.
This needs to get resolved. I have read countless comments all over the web that this is an issue with Intuit not a requirement of the IRS. Other softwares support e-filing form 7202. Either fix it or refund us for poorly built software.
The IRS has literally provided instructions for companies to support e-filing form 7202 and to reduce paper waste. Turbotax needs to fix and update their software!
The Form 7202 is for Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals. If you don't want to claim this credit or don't need to and its not applicable to you, you can remove it.
Please see this TurboTax FAQ, for how to remove forms, How do I view and delete forms in TurboTax Online?
Yes I want to claim it but I shouldn’t have to mail in a paper return when the IRS does support it, just TurboTax does not
Form 7202 is used by self-employed individuals to figure an amount to claim for qualified sick and family leave equivalent credits on their 2020 tax returns. See the 2020 Instructions for Form 7202 for eligibility information.
Form 7202 must be attached to your tax return. Since the form won't be supported in e-file, you'll need to print both Form 7202 and your entire 1040-series return and mail them to the IRS.
If you don't want to claim this credit or don't need to and its not applicable to you, you can remove it.
Please see this TurboTax FAQ, for how to remove forms, How do I view and delete forms in TurboTax Online?
@TerukoL hi, are you reviewing my return? I posted the token number in a previous post. Thank you.
@lyquidxracer hi, we do not have access to your TurboTax access in this public internet forum, so we are not able to review your return. I do see the token number that you provided right under my post on 02/18/2021 and will make sure that it has been received by our support team.
I am looking at your tax file (sanitized by the token process so there is no personal information in it).
I see that you initially asked about form 7202. This return does not have a form 7202. May I assume that you found a way to delete it?
Next, I see that you talked about NY IT-2 (the W-2 Summary) which at the time may not have been available (it's still not available for e-file).
Then, after deleting that, when you tried to e-file, you received the formsets error.
The following discussion has helped a number of taxpayers with the formsets issue. Note especially the comments that note that some taxpayers think that they have paid for federal and state when they had in fact been only asked to pay for the federal (why TurboTax did this, I don't know).
I hope this helps you.
In another thread, a number of users have addressed their experiences with this formset issue. The main solution was to delete the state and re-add it (I assume that you have seen this based on your comment; if not, look for GabiU's comment at this TurboTax Community thread on page 2).
However, several of the users who were asked to pay for the state when they re-added the state, found out that they had only paid for the federal return and not the state, that is, when TurboTax asked them to pay, TurboTax only charged for the federal return, not the state.
When the taxpayers paid for the state, then they were able to add it and the e-file went through just fine. See this TurboTax Community thread (3 pages).
I don't know what you have paid, but you can see what you owe by opening your tax return (I assume you are using the Online product). On the left, click on Tax Tools, then underneath it click on Tools. In the center, then click on the blue-green box that says "My Fees".
If you paid, say, $40 previously, this probably was only for the federal return, and another $40 is due for the state.
I do not know why TurboTax apparently charged some taxpayers only for the federal return and not the federal and state, but deleting the state, re-adding it and paying for the state, allowed them to file the return without a problem.
Let us know if this works for you.
@BillM223 SUCCESS!! It looks like I was only charged the Federal, so I did as you said. Deleted the state return, and added it back, paid the fee, and the eFile went through! 🙂
Thanks for your help!