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IRA e-file rejected.
Old 02-01-2012, 05:14 PM   #1
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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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Old 02-01-2012, 05:23 PM   #2
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Quote:
Originally Posted by Alan View Post
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?
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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Old 02-01-2012, 05:29 PM   #3
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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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Old 02-01-2012, 05:35 PM   #4
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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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Old 02-01-2012, 06:02 PM   #5
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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."
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Old 02-01-2012, 06:29 PM   #6
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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
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Old 02-01-2012, 08:20 PM   #7
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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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Old 02-01-2012, 08:24 PM   #8
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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 .
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.
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Old 02-01-2012, 08:24 PM   #9
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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.
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Old 02-01-2012, 08:31 PM   #10
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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.
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.
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Old 02-01-2012, 08:50 PM   #11
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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.
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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Old 02-01-2012, 09:15 PM   #12
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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
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Old 02-01-2012, 09:22 PM   #13
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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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Old 02-01-2012, 10:00 PM   #14
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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
That is something new I had to file this year and I did wonder if that new form was giving TT indigestion.

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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.
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.
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Old 02-02-2012, 09:32 AM   #15
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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.
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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Old 02-02-2012, 09:38 AM   #16
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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...
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Old 02-02-2012, 10:51 AM   #17
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I stopped using Turbo Tax because of glitches I had a few years ago .
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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Old 02-02-2012, 11:11 AM   #18
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Originally Posted by Alan View Post
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?
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).
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Old 02-02-2012, 11:32 AM   #19
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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.
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.
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Old 02-02-2012, 11:53 AM   #20
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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.
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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