My e-file was rejected citing error on Form 565 schedule Q but my return does not have schedule Q and should not have it as far as I know. (2024)

Below is what TurboTax says, but from what I can tell I do not need to file a Schedule Q. TurboTax does not show a Schedule Q in my return forms. I also have never needed to file one in previous 6 years using TurboTax business. I don't already have a return submitted and pending.

Description of error:
Form 565, APB [TaxPeriodBeginDate], APE [TaxPeriodEndDate] and FEIN [FEIN] from the Schedule Q cannot match a previously accepted return unless Schedule Q Amended return [AmendedReturn] or Superseded return
[SupersededReturn] box is checked.

What needs to be done:
The EN of this return has already been filed this season. Please verify the EIN is correct. If this is an amended filing, please wait until the initial return has been accepted before sending the amended return

• TurboTax Online

‎March 13, 20229:05 AM

Oka, it worked for me! FTB sent letters to all partnerships in Dec 2021 assigning them Temp ID's. If you didn't get one, call them and they will provide you yours over the phone. Add that number in Secretary of State number in form 565 and file. Mine got accepted after I did that.

Wow@rmkrtichyanthank you so much!! You jogged my memory and now I remember receiving said letter and being puzzled by it. While the TurboTax error description was very misleading, I'm also embarrassed that I could have avoided this whole issue.

For the previous years I was using 12 zeros for the CA SOS number as a general partnership.

The recent CA FTB letter assigned us a temporary number. The letter says:

"IDENTIFICATION NUMBER: TEMP #########"

where #s are actual numbers.

The Form 565 says SOS numbers are supposed to be 7 or 12 digits but I entered just the 9 digit number, filed last night, and the return has been accepted!

Thank you so much everyone who has been adding comments to this thread and trying to troubleshoot it together.@davidsakamoto@rmkrtichyan@Michelle7280 I wish you all weren't suffering like me but misery loves company...

You may need to delete the form. You can follow the instructions in this TurboTax FAQ on how to delete a form.If you need further assistance, contact customer support here.

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Thanks for your reply. ...I don't see an associated form to delete... I don't have Form 5300, 5307, 5310, or 1066 which are the ones listed on the turbotax schedule Q info page linked below... any other ideas?

https://turbotax.intuit.com/tax-tips/investments-and-taxes/what-is-a-schedule-q-form/L65EHSR77

Please follow the instructions here to contact us by phone so we can better assist you with this.

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Thanks but I've called multiple times, including again today, and the reps keep asking me to hit shift+enter to share screen but this doesn't work on the CD/download software. We can't get past this step...

I've used my same TurboTax Business 2021 installation to file another return for a separate business and got the same rejection and error for my California filing.

Federal filings for both businesses have been accepted.

It seems like there is yet another glitch in the TurboTax California software that may be trying to transmit incorrect / in-applicable Form 565 Schedule Q data..

@kml_99@CarissaM@EbonyL122824I just got off the phone with support who is researching the issue.

Was anyone able to come up with a solution? Was the solution to delete a form? If so, which one? Form 565?

@davidsakamotounfortunately no solutions yet...

I can't find any additional forms to delete. My return is very basic actually. Searching under Forms for schedule Q does not bring anything.

I just tried deleting my state and starting it fresh, refiled, and was rejected again...

@kml_99I just got a reply from Support who recommended the following:

1. Remove reference to PPP Loan Forgiveness. While this didn't apply, it still added a line on form 565 line 10 under other income. I opted to delete the line as TurboTax added it. The Support Agent recommended I add a 1 to the total.
2. The agent also indicated that I update the base year to 2020 as he ran my file through their checker. Our partnership doesn't have full time employees so it doesn't really apply. I updated it anyway.

I just submitted and expect it will work. I'll post here if I need to do a different solution.

@rmkrtichyan@kml_99it didn't work. Here's what I got from support. Unless I'm looking at the wrong place it's on form 565 on line 10. There isn't anything on my form so I'm not sure why it's not working.

"I reviewed your file and it looks like the error is coming from the PPP loan forgivnes I believe thei is around line 18. You can remove it or just enter a 1 into the amount that says zero."