Quicken Employer Forms (QEF)

[kobupp]

I used Turbotax Home and Business 2022 to prepare my 1099's. I purchased Turbotax Home and Business 2023 to create 1099's for 2023. There is an upload feature in Quicken Employer Forms (QEF) that allows a file to be uploaded/imported into QEF with 2022's 1099 recipients. Then all you need to do is add additional recipients and remove 2022 recipients that won't receive a 1099 in 2023. I received an error code 504 when attempting to upload the information within the 2022 Turbotax file. Has anyone else experience this and have a solution? Thanks in advance.

[Anonymous_]

Did you use the online version of QEF or did you prepare the 1099s on your computer?

Are you getting the error on the screen below?

[kobupp]

Yes. That is the screen. 

[DawnC]

Were you about to get the 2023 1099's created using the Quick Employer Forms?

[LenaH]

If you are still getting an error, it would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue when trying to upload to 2023 QEF. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions on your prior year TurboTax Desktop:
 

1. Click on Online in the top left menu of TurboTax CD/Download for Windows
2. Select 'Send Tax File to Agent'
3. Write down or send an image of your token number then place in this issue.
4. We can then review your exact scenario for a solution.
5. Please also tell us any states included in the return.

We will then be able to see exactly what you are seeing and provide you with a resolution.

@kobupp

[maglib]

@kobupp 

IF you have a California/Trust Returns (541/1041): This error frequently impacts business/trust returns. If a manual update does not work, it may require waiting for a new patch to be released by TurboTax.  You can e-file your federal, print and mail the CA return.  Note it is because CA is late in finalizing forms which then need to be updated by TT tech. 

If that is NOT the case, try the following:

• Try running Turbotax as Administrator if using desktop
• CHECK INTERNET/BROWSER: Clear cache/cookies, or try a different browser.
• All TT files must be on your C: drive, not on thumb drives.REVIEW FORMS by Go to "REVIEW" tab to see if specific forms are still listed as unavailable and not finalized.
• Check Form Errors: Go to Forms Mode in TurboTax Desktop and check for red exclamation points, which indicate incomplete information.
• RUN SMARTCHECK
• Disable Security Software: Temporarily turn off antivirus software (e.g., Norton) and VPNs, then try updating/filing again. Even if TurboTax says it is up to date, disabling security software and relaunching can sometimes trigger a necessary, overlooked update.  If you know how to just allow a program through your antivirus, you can look at programs recently blocked and just allow them through, often an issue with security software.

• Manual Update: Within TurboTax, go to the "Online" menu and select "Check for Updates". This should be done after you disable the antivirus, as the antivirus may be blocking the updates erroneously.
• Reinstall: If the above fails, uninstall TurboTax and reinstall it using your download from the official TurboTax account.

• If all else fails, print and file by mail.  You may be able to e-file fed, unselect state.