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So the Form 7202 says it wont be able to be Efiled?

Just-Lisa-Now-
Level 15
Level 15

In the release dates:

Form 7202, Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals (Taxpayer) Final on 01/28/2021, EF Not Allowed

 

Prepare for the complaints now.

And still no 8915E showing as going to be included....wooohooo be prepared for an angry mob with torches and pitchforks if that form doesnt get included!   


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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IntuitAustin
Intuit Alumni

Per the IRS E-File Business rules, from 7202 is not currently available for e-file, for more information on the schema click here.

That being said, ProSeries has the ability to be able to generate the form so that you can attach as PDF.

For more information generating form 7202 click here.
For more information on attaching PDFs to returns, click here

 


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72 Replies 72
BobKamman
Level 14

Do you think the 7202 ban is from Intuit, or from IRS?  It may be that IRS wants to take a close look at each one before allowing it, because of the fraud connected to other high-dollar credits in the past.  

IRonMaN
Level 15

Or another case of Intuit "interpreting" what the IRS says vs how the the rest of the tax world interprets it..

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)

-FORM 7202 IS EFILEABLE   TURBOTAX NEEDS TO QUIT LYING.  JUST USE ANOTHER SOFTARE

Just-Lisa-Now-
Level 15
Level 15
I'm asking in another group for people that use software other than ProSeries if they have the same limitation.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Just-Lisa-Now-
Level 15
Level 15
Does NOT appear to be an IRS limitation, other software has no indication that the form cannot be Efiled.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
garman22
Level 12
Level 12

is it possible that Intuit has not been approved for 7202 yet from IRS? Im guessing thats the case, Intuit seems to be behind on many things these last few years. 

 TAX SLAYER IS ACCEPTING FORM 7202 FOR EFILE.  I AM SURE THAT THIS IS AN INTUIT PROBLEM.  TURBOTAX IS LYING TRY TO KEEP YOU FROM NOT USING ANOTHER SERVICE.  THEY MESSED  UP BIG THIS YEAR FIRST THEY EFFED UP OUR STIMULUS CHECKS....NOW THIS....BUT AT LEAST WE KNOW THAT 7202 CAN BE EFILED

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Just-Lisa-Now-
Level 15
Level 15
Now Im seeing from someone else that the IRS Schema isnt updated for this form since it uses a 2019 lookback (the people that said it was allowed to be efiled in their software, may not realize it cant be done yet?)...but the EIC form does a 2019 lookback too...soooo I dunno what the truth is.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

HERE IS THE TRUTH...... TURBO TAX IS LYING TO KEEP US FROM SEEKING OUT ANOTHER SERVICE PROVIDER TO DO OUR TAXES ON    FORM 7202 IS 100% EFILEABLE, JUST USE ANOTHER SERVICE.   I USED TAXSLAYER

 TAX SLAYER IS ACCEPTING FORM 7202 FOR EFILE.  I AM SURE THAT THIS IS AN INTUIT PROBLEM.  TURBOTAX IS LYING TRY TO KEEP YOU FROM NOT USING ANOTHER SERVICE.  THEY MESSED  UP BIG THIS YEAR FIRST THEY EFFED UP OR STIMULUS CHECKS....NOW THIS....BUT AT LEAST WE KNOW THAT 7202 DOES NOT HAVE TO BE EFILED

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nemoe
Level 1

The fact I was sick for 30 days ....video calls 3 times a week....and now unemployed...I have been a delivery driver for 2 years and I got sick from postmates and they never paid that either "they have covid relief fund" a lie. I guess I am use to being screwed....Its sad when the people that actually had this virus didn't receive no financial support because too many was doing fraud. I had to file. I needed my money so I filed but was told to you can't e file...form 7202 is not eligible. I can't wait 6 weeks or more  for 5k I took the lesser amount 3k but at least I can pay my doctor bills. smd the government is a total fraud ... and these jobs could care less...

#justaslave 

WOW!!! THAT IS SO SAD AND HEARTBREAKING..I AM MAD FOR YOU.   TURBO TAX IS LYING!!!!!!!!! I HATE THAT YOU TOOK THE LESSER AMOUNT AND LEFT SO MUCH ON THE TABLE!!!!! I WAS SO FRUSTRATED AFTER GETTING TO THE END OF TURBOTAX, TO BE TOLD I COULDN'T!!!!!   I SEARHED ONLINE ALL NIGHT, BECAUSE I WAS DETERMINED TO FILE BY THIS MORNING!!!  TAXSLYER LET ME EFILE WITH 7202!!!!  I AM SURE OTHER ONLINE TAX PREP SERVICES WILL ALSO  ALLOW FOR EFILE!!!!!   I HAD TO COME BACK TO THIS THREAD AFTER SUCCESFULLY EFILING MY 7202 AND WARN ABD TELL EVERYBODY THAT YOU DO NOT HAVE TO ACCEPT THESE LIES THAT AN EGGHEAD TURBOTAX EM[LPYEE IS SPREADING IN THIS THREAD!!!!!!!

it is not the IRS it is INTUIT....as always.  THIS IS NOT THE FIRST TIME INTUIT NMADE US WAIT FOR THE FORMS..AND ON THOSE YEARS I TOOK MY BUSINESS ELSEWHERE.   I JUST EFILED MY 7202 ON TAXSLAYER.  I HAD TO COME BACK AND TELL YOU ALL THIS AFTER SUCH A DISCOURAGING FILING EPERING WITH TURBOTAX THIS YEAR.   MOST AMERICANS HAVE FORM 7202  TURBO TAX HAD BETTER GET ON THE BALL, IF THEY WANT TO HAVE A DECENT CUSTOMER BASE THIS YEAR!!!!

athaureaux6
Level 7

Hi, I just efiled a couple of taxes with the Form 7202, just attach it as a PDF. It is not a bid deal, it does not stop you from efiling, the only thing you have to do it is follow these instructions because I tried something else and it did not work. 

Go the print

uncheck everything and just let the check on Form 7202

Click create pdf., PS will transfer the Form to the ProPDF file, the same file when you create another pdf. 

Go to the EFile tab, select the form 7202. Make sure you look for the form in the drop down menu of the attachment window. 

Continue with the efile process. That it all. I did twice already. 

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I AM GLAD YOU FIGURED OUT AN ALTERNATIVE WAY. BUT TO ME THAT IS DOING WAY TOO MUCH!!!!   I DID SOME RESEARCH, AND TURBO TAX IS LYING!!!! FORM 7202 IS EFILEABLE!!!!! JUST GO TO ANOTHER ONLINE TAX SERVICE.  I USED TAXSLAYER.

EITHER WAY, I AM HAPPY TOU FIGURED SOMETHING OUT TO GET IT DONE FOR YOURSELF.

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Ernie
Level 9

@Orlando  are these going to be included or attached as a PDF?

IRonMaN
Level 15

Nice to see you Ernie.  Although it is a little hard to see you through all of that dust. 😀

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
Ernie
Level 9

Thanks @IRonMaN .  I thought of you when my lukefish didn't show up for Christmas.

How have you been? 

IRonMaN
Level 15

I've been doing well.  How about yourself? 

If I knew you were going to be stopping in today I would have picked up some chocolate ice cream on my way to the office this morning.

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
Ernie
Level 9

I have been doing well also.  I have come to like chocolate ice cream - starting to stay away from vanilla though - who knew???

IRonMaN
Level 15

2020 was a weird year.  Your conversion to chocolate ice cream kinda proves that 😉

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
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athaureaux6
Level 7

I do not think you can attach it as a PDF. I believe you will have to eliminate the form (supporting worksheet) in order to attach it and that will erase the amount on Line 12 b scd. 3 . You can not input the amount of the sick leave credit directly on Line 12 b. it is transfer from the worksheet. And if you overwrite it, it will give you an error for e-filing. 

 

I personally believe that they have to fix this because it is going to cause a lot head aches if we can not efile a whole return because of this. 

SDJayhawk
Employee
Employee

Hello!  I'm an Intuit employee who works in development on the business products.

We have confirmed with the IRS that Form 7202 is not efileable.

Ernie
Level 9

@SDJayhawk, When we have a return with 7202 will we have to paper file the return or will we e-file the return with that form as an attachment?

Dusty Ernie

SDJayhawk
Employee
Employee

We aren't able to confirm if Form 7202 can be filed as a generic PDF attachment at this time but we are exploring it.

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Bsch4477
Level 3
Level 3

I received this reply from Taxslayer. 

To the best of our knowledge it (Form 7202) is allowed to be e-filed.  We have found no information to the contrary at this time.  As the form is new, we are still waiting on the final specs from the IRS, so that could change, but as of now we believe so. 

@SDJayhawk Can you give us a citation from the IRS which makes a determination regarding this?

TaxGuyBill
Level 15

@Bsch4477 wrote:

I received this reply from Taxslayer. 

To the best of our knowledge it (Form 7202) is allowed to be e-filed.  We have found no information to the contrary at this time.  As the form is new, we are still waiting on the final specs from the IRS, so that could change, but as of now we believe so. 

@SDJayhawk Can you give us a citation from the IRS which makes a determination regarding this?


 

Generally, there would not be a citation to say something like this can not happen.  The citation would be the 2020 MEF programming specs, which likely does not show Form 7202.  The software companies may verbally communicate with the IRS and be told something (such as "no, we are not programming that to e-file, that is why it is not in the MEF specs").  So it may be true that they don't have information that it CAN'T be e-filed, they likely don't have information that it CAN be e-filed.

I understand why the IRS and software companies would not want to program this form for MEF; is only valid for a year or two.  It is annoying, but I understand it.

But as previously mentioned, this needs to be able to be attached as a PDF.  And ProSeries needs to program it so we can fill out the 7202 in the software and have the numbers flow to where they need to be, and still allow us to e-file the tax return (with the 7202 as a PDF attachment).

athaureaux6
Level 7

I really hope that PS will fix that problem and at least allow us to attach it as a PDF. It is going to be very problematic if they do not fix it. But if Drake did, they will have too, it is the same company. 

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TaxGuyBill
Level 15

No, Drake is NOT the same company.  Drake is a GOOD company that care about its software and its customers.  Intuit (the owners of ProSeries) doesn't care about its software's accuracy or customers.

THANK YOU FOR POSTING!!!!   TAXSLAYER IS EFILING 7202!!!!  I KNOW, BECAUSE THAT IS WHERE I HAD TO TAKE MY BUSINESS THIS YEAR.  TAXSLYER IS ALSO A WHOLE LOT CHEAPER!!!!!!!!!   I AM NOT PROMOTING TAX SLAYER OR AYTHING, BUT AFTER MY DEEP RESEARCH, YOU CAN FILE 7202 THROUGH EFILE ON EVERY OTHER TAX SERVICE PROVIDE BUT TURBOTAX-----SMH

wes5
Level 2

To the great team in the Intuit software development dept.  I just don't understand why

you don't put out an ALERT that you will be providing a fulling integrated 8915E that

in worse case scenario will have to be a pdf attachment if IRS does not approve the

form for e filing.  The other question is where is the Intuit management team??

Are they already on v/c or just asleep at the wheel, b/c why are they not providing

whatever resources and tools that the software team needs to provide us this mandatory

8915E form that we need to account for 401K distributions under the Cares Act??  If

other software providers such as Drake software has had the form from day 1, why is

it that Intuit cannot provide us this form??  The proseries forum indicated that there is 

over 50,000 subscribers so you would think you would have the resources to get us this

important form.  Hopefully my fellow subscribers agree with me.

athaureaux6
Level 7

You are right. I love the software but it is almost time and many other software have the updates already in place. Intuit is supposed to be the leader company and the software is one of the most expensive, which I do not care, but they need to be more diligent about this. 

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IRonMaN
Level 15

"software is one of the most expensive"

Depends on who you are comparing to.

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
Tyhaze
Level 1

How would I remove this form I added by mistake 

Nhimebaugh
Level 2

They can br efiled with a professional service tax system that has been confirmed.  Just not online software. I was going to use turbo tax now I have to take my business elsewhere because your system refuses to efile it.  My tax guy can efile it. My daughters tax girl efiled gets to on the 12th no issues

Missionsmike1
Level 1

I’m trying to remove this credit/form but the system will not let me.  Help?

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dkh
Level 11

Go to the form you want to delete so its on your screen, then Ctrl+W

that should delete it unless there are numbers that are automatically populating into the form, then it will return

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You are lying! Stop lying!!!!  I just filed my taxes with 7202 forms with TAXSLAYER and I logged i just to post this.

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Just-Lisa-Now-
Level 15
Level 15

So *bleep* are you doing in here if you use TaxSlayer?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TaxGuyBill
Level 15

I posted this on another thread, but I'll post it here too ....

 

I got a response from Drake ...  

TaxGuyBill_0-1611004526831.png

 

Although Form 7202 or 8915E can not be directly e-filed, it CAN be attached as a PDF (and Drake automatically flows the numbers and prompts you to attach the PDF).

 

What ProSeries will do, I have no idea.

Just-Lisa-Now-
Level 15
Level 15

What about the 8615E...PDF attachment?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TaxGuyBill
Level 15

I forgot to mention that ... Drake says the same thing.  PDF attachment.  I'll edit my post above to add that.

IRonMaN
Level 15

Just don't post again ------------------ that smiley face appears to be growing with each post.  Pretty soon it is going to be the size of the Stay Puft Marshmallow Man.

ACME Taxes, Tatoos, Tires and Turtles (I've expanded my line of products to better serve you)
TaxGuyBill
Level 15

 LOL.  Yeah, I have no idea why that got so big.  I copy-and-pasted my answer from the other post, so maybe that made it act weird.

 

🍹

TaxGuyBill
Level 15

Just testing the Stay Puft pictures ...

 

TaxGuyBill_0-1611011676291.png

  

TaxGuyBill_1-1611011681036.png

  

TaxGuyBill_2-1611011684206.png

 

TaxGuyBill
Level 15

Yep, the copy and paste makes it big.

TaxGuyBill
Level 15

TaxGuyBill_0-1611011848931.png

 

athaureaux6
Level 7

I do not know how it will be sent as a PDF. If we remove it from the return to attach it as a PDF the software will delete the amount that flowed to the 7202 line. I already tried it, if you leave, it will not allow it to efile it. I believe they should fix this because for this year, that form will be used a lot I think. But I can see the IRS is expecting a lot of fraud with this because it has happened before. But I hope they fix this problem. 

TaxGuyBill
Level 15

@athaureaux6 wrote:

if you leave, it will not allow it to efile it. 


You are right, Intuit NEEDS to allow a return to be e-filed with the PDF.  That is not optional.

 

@Just-Lisa-Now- , can you post this in the Lounge and let the Moderators know that this is NOT an optional thing, it is something that the developers NEED to do.

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