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It says that my return contains Form 7202 and so I can't e-file. However, I am pretty certain that Form 7202 does not apply to me.

@TerukoL hi, are you reviewing my return? I posted the token number in a previous post. Thank you. 

TerukoL
Intuit Alumni

It says that my return contains Form 7202 and so I can't e-file. However, I am pretty certain that Form 7202 does not apply to me.

@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.

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BillM223
Expert Alumni

It says that my return contains Form 7202 and so I can't e-file. However, I am pretty certain that Form 7202 does not apply to me.

@lyquidxracer

 

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.

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It says that my return contains Form 7202 and so I can't e-file. However, I am pretty certain that Form 7202 does not apply to me.

@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!

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