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Level 2
February 21, 2025
Question

Stuck at final step before e-file

  • February 21, 2025
  • 2 replies
  • 11 views

At the last step right before I e-file. TurboTax is checking one last time and it’s asking for “a little more information we didn’t get earlier”. It’s asking me to check entries stating similar questions like “Information Worksheet: Taxpayer First Name should not be entered directly on the New York Information Worksheet for electronic filing. You must complete the Federal Personal Information Worksheet.” All the information presented here is accurate, but I’m stuck here and I either have to check again or am presented the option to file by mail. Why is this happening? Can I not e-file? I was actually required to pay for a state e-file so if I can’t efile will I get a refund?

    2 replies

    Level 2
    February 21, 2025

    I have a similar issue with my WI filing--different entry it doesn't like, but also can't change it without taking an illegal tax credit. I, too, don't want to file by mail because I paid for the efiling before this pops up.

     

    Good luck!

    LindaS5247
    Level 14
    February 27, 2025

    You could try logging out of the program and logging back in. You can also clear your cache and cookies. Sometimes this helps the functionality of the program.

     

     ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.

     

    You may also try using another browser.

     

    It is possible some forms are not available yet. The Review section will tell you what forms are missing. You can use this tool to make sure all of your forms are available by clicking this link Federal Forms.

     

    If you are using TurboTax Desktop, you can go to the gray bar on top of your screen and click on "Review" and it will walk you through any forms with errors on them step by step. ‌If you are using TurboTax Online you can scroll down to "Review" in the left panel to start this process.

     

    Also, make sure that all updates have been run for your TurboTax program.

     

    Click here for information on manually updating TurboTax.

     

    If you have additional information or questions regarding this, please return to Community and we would be glad to help.

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    1sttimerAuthor
    Level 2
    March 7, 2025

    I signed out of the desktop application and signed back in yet I'm still experiencing the same issue. TurboTax is saying that SSN, date of birth, name, etc should not be entered directly on the New York Information Worksheet. However, when I remove it and go through the review steps, it then says enter SSN, date of birth, name, etc. When I enter it, it says I should not enter directly...I'm stuck in an infinite loop. What am I supposed to do here?

    1sttimerAuthor
    Level 2
    March 10, 2025

    can someone help me? @LindaS5247