Question

8915-F rejected when filing. Compared 2021 to 2022 and noticed Part 1 of the form has the disaster name field blank. 2021 had Coronavirus entered in Part I. Any advice?

Forum|Forum|3 years ago
March 10, 2023
1 reply
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I’ve gone through the income process to make sure everything is entered and references COVID but no luck.

TurboTax Deluxe Online

If you are trying to report the 3rd portion of the 2020 Covid Distribution then line C needs to be blank. If you have an entry then please delete the line C entry (if you only had the Covid Distribution):

Login to your TurboTax Account
Click on the "Search" on the top and type “1099-R”
Click on “Jump to 1099-R”
If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info” screen)
Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back"
Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and continue.

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

Open or continue your return in TurboTax.
In the left menu, select "Tax Tools" and then "Tools".
In the pop-up window Tool Center, select "Delete a form".
Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
Click on the "Search" on the top and type “1099-R”
Click on “Jump to 1099-R”
If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info” screen)
Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

Please let me know if this worked for you. If you are having other issues can you please provide more details?

@cmarin24

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K

kimchi2

Thanks for your information. I tried the first step (uncheck, go to next page, etc...then re-check) but that didn't work. I then went to the forms and completely deleted all disaster distribution forms and resubmitted them. That worked for me, finally leaving line C blank. Thanks again, I was going crazy trying to figure out how to delete 'coronavirus' in line C.