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New Member
posted Feb 14, 2021 9:59:25 PM

Why I keep getting “ Our records indicate that you are not entitled to efile one or more formsets” and can’t Efile?

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2 Replies
Level 15
Feb 15, 2021 11:43:31 AM

Hello! Hopefully this helps.  

 

I get the message "not entitled to efile one of more formsets". 

 

Please troubleshoot with the options below. If needed, we will 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. Sign out, 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

  1. Sign out of TurboTax.
  2. Sign back in.
  3. 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 then

Click 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.

New Member
Mar 4, 2021 7:05:41 PM

Please review my text file and the token number I was provided is 769652