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March 10, 2023
Question

Form 8915

  • March 10, 2023
  • 1 reply
  • 0 views

Spoke with representative. Massive alarm bells going off at TurboTax. Rep assured me that this is a priority fix and that I will receive an email when ready to resubmit.

    1 reply

    March 10, 2023

    Please try these steps to fix the rejection issue and deleting the line C entry for the Covid Distribution:

     

    1. Login to your TurboTax Account 
    2. Click on the "Search" on the top and type “1099-R”  
    3. Click on “Jump to 1099-R” 
    4. 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)
    5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
    6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
    7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
    8. On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back
    9. 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:

     

    1. Open or continue your return in TurboTax.
    2. In the left menu, select "Tax Tools" and then "Tools".
    3. In the pop-up window Tool Center, select "Delete a form".
    4. Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
    5. Click on the "Search" on the top and type “1099-R”  
    6. Click on “Jump to 1099-R” 
    7. 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)
    8. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
    9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
    10. 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.

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