My e-file was rejected citing error on Form 565 schedule Q but my return does not have schedule Q and should not have it as far as I know.

[kml_99]

Below is what TurboTax says, but from what I can tell I do not need to file a Schedule Q. TurboTax does not show a Schedule Q in my return forms. I also have never needed to file one in previous 6 years using TurboTax business. I don't already have a return submitted and pending.

Description of error:
Form 565, APB [TaxPeriodBeginDate], APE [TaxPeriodEndDate] and FEIN [FEIN] from the Schedule Q cannot match a previously accepted return unless Schedule Q Amended return [AmendedReturn] or Superseded return
[SupersededReturn] box is checked.

What needs to be done:
The EN of this return has already been filed this season. Please verify the EIN is correct. If this is an amended filing, please wait until the initial return has been accepted before sending the amended return

[EbonyL122824]

You may need to delete the form. You can follow the instructions in this TurboTax FAQ on how to delete a form. If you need further assistance, contact customer support here.

[kml_99]

Thanks for your reply.  ...I don't see an associated form to delete... I don't have Form 5300, 5307, 5310, or 1066 which are the ones listed on the turbotax schedule Q info page linked below... any other ideas?

https://turbotax.intuit.com/tax-tips/investments-and-taxes/what-is-a-schedule-q-form/L65EHSR77

[CarissaM]

Please follow the instructions here to contact us by phone so we can better assist you with this. 

[kml_99]

Thanks but I've called multiple times, including again today, and the reps keep asking me to hit shift+enter to share screen but this doesn't work on the CD/download software. We can't get past this step...

I've used my same TurboTax Business 2021 installation to file another return for a separate business and got the same rejection and error for my California filing.

Federal filings for both businesses have been accepted.

It seems like there is yet another glitch in the TurboTax California software that may be trying to transmit incorrect / in-applicable Form 565 Schedule Q data..

[davidsakamoto]

@kml_99 @CarissaM @EbonyL122824 I just got off the phone with support who is researching the issue. 

Was anyone able to come up with a solution? Was the solution to delete a form? If so, which one? Form 565?

[kml_99]

@davidsakamoto unfortunately no solutions yet... 

I can't find any additional forms to delete. My return is very basic actually. Searching under Forms for schedule Q does not bring anything.

I just tried deleting my state and starting it fresh, refiled, and was rejected again...

[davidsakamoto]

@kml_99 I just got a reply from Support who recommended the following: 

1. Remove reference to PPP Loan Forgiveness.  While this didn't apply, it still added a line on form 565 line 10 under other income. I opted to delete the line as TurboTax added it. The Support Agent recommended I add a 1 to the total.
2. The agent also indicated that I update the base year to 2020 as he ran my file through their checker. Our partnership doesn't have full time employees so it doesn't really apply. I updated it anyway. 

I just submitted and expect it will work. I'll post here if I need to do a different solution. 

[rmkrtichyan]

Any luck? I have the same problem, and customer service is helpless.

[davidsakamoto]

@rmkrtichyan @kml_99 it didn't work. Here's what I got from support. Unless I'm looking at the wrong place it's on form 565 on line 10. There isn't anything on my form so I'm not sure why it's not working.

"I reviewed your file and it looks like the error is coming from the PPP loan forgivnes I believe thei is around line 18.  You can remove it or just enter a 1 into the amount that says zero."

[davidsakamoto]

I haven't tried putting a 1 yet. I think it's a bug.

[rmkrtichyan]

I actually have 14k in line 10 for my PPP but is still getting rejected

[Michelle7280]

Did anyone have any luck solving this?  I also am having this problem and did not use a Schedule Q or the associated forms.  I do have PPP forgiveness.

[rmkrtichyan]

Should we just file my mail?

[davidsakamoto]

@rmkrtichyan its probably faster. My Federal was accepted and CA automatically extends you. I was going to try tomorrow via support. It’ll probably take longer than just mailing. I’ll post here if I have success.