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April 4, 2023
Solved

How does a person delete form 8915F? I open forms, selected 8915F, press delete and it won't delete. I called support and was on for 50 minutes with NO answers!

  • April 4, 2023
  • 3 replies
  • 0 views
This is so frustrating that the support person doesn't even know how to do resolve this problem. I quit Turbo Tax!!!
Best answer by parhunter1

I called Turbo Tax Support a second time  after I tried everything from the Community Support with no success. After 50 minutes, we discovered that the Home & Business CD version is very different from online. In the forms section, there is a 8915-E form, somewhat hidden (named differently) that has to be deleted before the 8915-F. That solved it. I spent more time (2 hours on the phone with 2 different support people plus hours on my own) than I did completing my taxes!!!


I am so glad to hear that. 

 

I had an issue and had to call, and we spent probably a half hour before finding that something was filled out "No" when it should have been "Yes".  And of course the expert implied it was my fault.  But a lot of this has to do with how one enters information.  I always go through what I'll call the "interview" and go through everything  (not "choose what to work on").  I was never asked if I wanted to calculate an exclusion or not.  But the form had "no" checked, and so I could not get turbotax to calculate my exclusion percentage on a sale of home.  It simply took my numbers, did a calculation, and and then did nothing with percentage.  To me, that is a Turbotax problem.  Their "interview" does not ask all the questions on a form.  In the future, I will go straight to forms and look at each line and make sure things are checked that should be, and not checked when they shouldn't be, before calling for help.  Seems to me, this problem between the "interview" and the forms has been a long time issue.  For years after I finished the interview and had turbotax check for errors, inevitably  the review would find lines on forms that needed "correction."  I am getting less and less enthralled with this product the more I use it (and the more expensive it is to purchase).  

3 replies

April 4, 2023

In TurboTax Online, a form will re-generate after using the Delete a form utility if there is an entry in the software that needs to be removed or changed.

 

If this is the case, return back to the point in the software where the questions that populate the form are asked.

 

Please try the following steps if you are using TurboTax Online to see if the error message will clear:

 

  • Go to Federal on the left side of the screen
  • Go to Wages & Income on the left side of the screen
  • Scroll to the bottom of the section without making any changes and click Done with Income or Wrap Up Income
  • Continue moving forward until you see a question about whether you took a disaster distribution in 2020 and select 'No'.
  • Click Continue.
  • Run the Federal Review again to see if the error has cleared.

@mchoffma 

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mchoffmaAuthor
April 4, 2023

Hi James,

I bought the CD version of Home & Business. Despite that, I followed your instructions, in that order and it still doesn't delete the 8915F form.

 

I already bought the State e-filing since it directed me there but I can't use it since it won't let me file electronically.

 

I'm open to any other suggestions you may have.

M

April 4, 2023

You may need to contact customer service directly for assistance. Please see the following information here for more details.

 

@mchoffma 

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April 17, 2023

I we discovered that the Home & Business CD version is very different from online. In the forms section, there is a 8915-E form, that has to be deleted before the 8915-F. That solved it. 

DawnC
Employee
April 18, 2023

Search for 1099-R.   You will be taken to the summary screen.   Scroll to the bottom and click Done or Continue.   The next screen will ask about prior year distributions.   You need to make sure you answered NO there.    If you have a YES in there, the form will just keep regenerating until you answer NO.   

 

If you took a Coronavirus distribution in 2020 and elected to spread the tax, you should have Form 8915 in your return.    @bill182 

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March 1, 2024

Go to tax tools on the left hand column and you can delete from the list there.