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02-01-2012, 04:14 PM
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#1
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,124
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IRA e-file rejected.
I've e-filed for years with no problen]ms but yesterday I received the following rejection, and TT doesn't seem to offer any answers other than "don't worry just do a paper return"
Has anyone seen these errors before?
 Quote:
The IRS has found the following problem with your return:
0034 - Record ID Group - For each record, significant data must be present following the Record ID Group.
0034 - Record ID Group - For each record, significant data must be present following the Record ID Group.
0156 - Summary Record - Number of Form Records must equal the number of form records computed by the IRS.
0151 - Summary Record - Number of Logical Records in Tax Return must equal the total logical record count computed by the IRS.
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__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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02-01-2012, 04:23 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Jan 2004
Posts: 2,049
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Quote:
Originally Posted by Alan
I've e-filed for years with no problen]ms but yesterday I received the following rejection, and TT doesn't seem to offer any answers other than "don't worry just do a paper return"
Has anyone seen these errors before?
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Sounds like TT isn't cleaning up after itself. Are there sections that you started and then quit? Are there sections that you looked at and then skipped?
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02-01-2012, 04:29 PM
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#3
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Dryer sheet wannabe
Join Date: Feb 2008
Posts: 14
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My return was rejected on Monday at the time I tried to file it through TT. I couldn't get a clear explanation but the tech service suggested I wait 1 day and resubmit. Waiting til Tuesday seemed to work as I resubmitted the return and it went through just fine. Today received email showing IRS had accepted the return.
I read a news story that IRS was having some issues with its E-File software so maybe this is related to that problem. Best of luck with the return.
Bob
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02-01-2012, 04:35 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Apr 2006
Posts: 1,684
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Looks like this happened last year, also:
https://ttlc.intuit.com/post/show_fu...&rmode=Twitter
Said something about Roth Conversions and 8606.
Can you just print the forms from TurboTax and mail them?
But then you would be settling for less that what you paid for. . .
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02-01-2012, 05:02 PM
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#5
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Moderator Emeritus
Join Date: Sep 2007
Posts: 17,774
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Alan, please provide your Social Security number and bank account and I will do my best to help you.
In the meantime, I agree with the suggestion to try again in a day or so--the virtual equivalent of "when all else fails, unplug it and plug it back in."
__________________
“Would you like an adventure now, or would you like to have your tea first?” J.M. Barrie, Peter Pan
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02-01-2012, 05:29 PM
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#6
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,124
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Thanks for the quick feedback. I did resubmit the following day with the same result after checking all the forms.
I did a search on the TT on-line community but didn't find that excellent link that Rustward posted. - ta very much, marra 
I did do a Roth conversion, and also a 401k rollover. I did a rollover in 2010 with no issues. It does sound like a TT problem
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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02-01-2012, 07:20 PM
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#7
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Gone but not forgotten
Join Date: Jan 2007
Location: Sarasota,fl.
Posts: 11,447
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I was rejected once . I forgot to put the numerical code on my Survivor Pension . Did you run the alerts to find the problem ? I use Tax Act and I usually run the alerts three times before I file .
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02-01-2012, 07:24 PM
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#8
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,124
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Quote:
Originally Posted by Moemg
I was rejected once . I forgot to put the numerical code on my Survivor Pension . Did you run the alerts to find the problem ? I use Tax Act and I usually run the alerts three times before I file .
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Yes, I did run the alerts, before and after I got the rejected notice.
I have posed a question on the TT Community website and will wait to see their response before doing anything else. The nature of the error message makes me think it is a TT problem rather than something I have done wrong.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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02-01-2012, 07:24 PM
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#9
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2006
Location: Collin County, TX
Posts: 9,296
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I hope you get it figured out Alan.
I'm a wuss....I don't file until the end of March as I'm afraid I might miss an update. 
__________________
There's no need to complicate, our time is short..
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02-01-2012, 07:31 PM
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#10
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,124
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Quote:
Originally Posted by bbbamI
I hope you get it figured out Alan.
I'm a wuss....I don't file until the end of March as I'm afraid I might miss an update. |
Thanks.
I like to get taxes over and done with each year. Even doing it early you can set a date for any taxes to be paid. I usually set the payment date for April 2nd. This year I'm actually owed $1,300 but there's still no rush to file. I'm hoping a TT update will fix the problem.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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02-01-2012, 07:50 PM
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#11
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,071
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Quote:
Originally Posted by bbbamI
I hope you get it figured out Alan.
I'm a wuss....I don't file until the end of March as I'm afraid I might miss an update. |
Same here. Two years ago I submitted my return around the middle of March and got a K1 correction two weeks later. What a pi$$er.
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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02-01-2012, 08:15 PM
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#12
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Thinks s/he gets paid by the post
Join Date: Feb 2006
Posts: 4,872
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I had problems with TT not dealing with wash sales correctly in "easy entry" mode and I also read that it has big issues with the new FATCA form and it's thresholds. I'm not I
Pressed with TT this year
__________________
“So we beat on, boats against the current, borne back ceaselessly into the past.”
Current AA: 75% Equity Funds / 15% Bonds / 5% Stable Value /2% Cash / 3% TIAA Traditional
Retired Mar 2014 at age 52, target WR: 0.0%,
Income from pension and rent
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02-01-2012, 08:22 PM
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#13
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Gone but not forgotten
Join Date: Jan 2007
Location: Sarasota,fl.
Posts: 11,447
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I stopped using Turbo Tax because of glitches I had a few years ago . Since I went to Tax act no problems.
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02-01-2012, 09:00 PM
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#14
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,124
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Quote:
Originally Posted by nun
I had problems with TT not dealing with wash sales correctly in "easy entry" mode and I also read that it has big issues with the new FATCA form and it's thresholds. I'm not I
Pressed with TT this year
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That is something new I had to file this year and I did wonder if that new form was giving TT indigestion.
Quote:
Originally Posted by Moemg
I stopped using Turbo Tax because of glitches I had a few years ago . Since I went to Tax act no problems.
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I tried TaxAct a couple of years ago and it didn't cope very well with my foreign pension so I ended up using TT.
TaxAct works great for my son.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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02-02-2012, 08:32 AM
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#15
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Oct 2005
Location: North Oregon Coast
Posts: 16,483
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Quote:
Originally Posted by Dawg52
Same here. Two years ago I submitted my return around the middle of March and got a K1 correction two weeks later. What a pi$$er.
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I've resolved to never invest in anything that generates a K-1. Hated dealing with it, and they all arrive so late in the tax season.
__________________
"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)
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02-02-2012, 08:38 AM
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#16
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 21,300
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Sorry about the glitch. I hope you'll keep us posted for selfish reasons, I had two rollovers in 2011 and I use TT. Probably not filing until Feb 17 when Vanguard dump is available, and don't have all the necessary paper records to go manual entry anyway. And hopefully I will owe them, so no hurry.
Hope it gets better for you...
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 50% equity funds / 45% bonds / 5% cash
Target WR: Approx 1.5% Approx 20% SI (secure income, SS only)
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02-02-2012, 09:51 AM
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#17
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,691
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Quote:
Originally Posted by Moemg
I stopped using Turbo Tax because of glitches I had a few years ago .
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Thats what Geithner said too 
I wait until about April 13th, because I have to pay, but I don't wait until last day just in case I would have problems like this.
TJ
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02-02-2012, 10:11 AM
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#18
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Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 47,500
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Quote:
Originally Posted by Alan
I've e-filed for years with no problen]ms but yesterday I received the following rejection, and TT doesn't seem to offer any answers other than "don't worry just do a paper return"
Has anyone seen these errors before?
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I'm sorry to hear that this happened, and I sure hope it doesn't happen to me this year!
That said, were I in your place I'd just print out the forms and mail them to the IRS. No big deal (at least to me).
__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities. - - H. Melville, 1851.
Happily retired since 2009, at age 61. Best years of my life by far!
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02-02-2012, 10:32 AM
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#19
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Moderator Emeritus
Join Date: Dec 2002
Location: Oahu
Posts: 26,860
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Quote:
Originally Posted by ziggy29
I've resolved to never invest in anything that generates a K-1. Hated dealing with it, and they all arrive so late in the tax season.
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I kinda like the idea of being able to do my taxes... in September.
But that only works if I'm paying estimated taxes or get a small refund. I'd be annoyed if my witholding was too high.
__________________
*
Co-author (with my daughter) of “Raising Your Money-Savvy Family For Next Generation Financial Independence.”
Author of the book written on E-R.org: "The Military Guide to Financial Independence and Retirement."
I don't spend much time here— please send a PM.
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02-02-2012, 10:53 AM
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#20
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Thinks s/he gets paid by the post
Join Date: Jan 2004
Posts: 2,049
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Quote:
Originally Posted by ziggy29
I've resolved to never invest in anything that generates a K-1. Hated dealing with it, and they all arrive so late in the tax season.
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IRA. It defeats the tax-sheltered aspect of partnerships but 5-7% isn't bad and taxes are a lot easier.
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