Solved

TurboTax won't let me file my taxes and keeps telling me to "Check this entry: Federal Information Worksheet: Disaster Distributions" - What is this blocker for?

Forum|Forum|4 years ago
March 10, 2022
5 replies
0 views

When I go to submit my taxes, it says I have one entry that needs to be reviewed and it keeps taking me to a screen that says "Check This Entry" and the disaster distribution section is checked on it. Is this for COVID? If so, how do I get rid of this? Here is what it says: FEDERAL INFORMATION WORKSHEET: DISASTER DISTRIBUTIONS - YOU CAN'T FILE JUST YET DUE TO DISASTER TAX RELIEF LAWS PASSED BY CONGRESS. THIS MAY MEAN A BETTER TAX OUTCOME FOR TAXPAYERS LIKE YOU WHO TOOK OUT QUALIFIED DISASTER DISTRIBUTIONS (note: I did not take out any distributions between 2018 and 2020! Only distributions were from the government which I noted already on the return!) BETWEEN 2018 AND 2020. WE CAN KEEP WORKING ON YOUR TAX RETURN AND WE'LL LET YOU KNOW WHEN WE CAN HELP YOU FINISH UP YOUR TAXES.

TurboTax Deluxe Online

Best answer by Kat11_2

Today TurboTax released an article related to this issue. Developers are working on a quick resolution. Please see the article I'm linking below for the opportunity to sign up for email notification when the issue has been resolved. So sorry for the inconvenience.

Why is form 8915A-T preventing me from e-filing?

Kat11_2Answer

Employee

Today TurboTax released an article related to this issue. Developers are working on a quick resolution. Please see the article I'm linking below for the opportunity to sign up for email notification when the issue has been resolved. So sorry for the inconvenience.

Why is form 8915A-T preventing me from e-filing?

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

H

hbroman11Author

Thank you Kat! It doesn't say the specific form name it is related to on the error message. It seemed to be indicating the related form was for an IRA Rollover form (1099-R) as a "disaster distribution", but I don't have that form either. I did move my IRA's to a different institution last year, but the transaction was "in-kind" and there was no distribution taken. I've subscribed to the updates and hopefully this will fix the issue once TurboTax resolves it.

H

hbroman11Author

I was able to go into "Tools" and then deleted forms 8915 entirely and then it let me uncheck the box about being impacted by a natural disaster. It then let me proceed to file my taxes - BUT - it popped up with the same error message again when I went to e-file them.

This is very frustrating!

D

Deftoones

Hello,

I am currently going through the same issue. Is there a fix yet?

J

JamesG1

Did you take a disaster distribution from your pension funds between 2018 and 2020? A disaster distribution allowed you to spread the distribution over three 1040 tax returns.

If so, IRS Form 8915 will be needed to complete your tax return but that form is not yet available. See this TurboTax Help.

If you did not take a disaster distribution from your pension funds between 2018 and 2020, follow these steps.

Go to Federal / Wages & Income.
Scroll down to Wrap up income.
Continue.
At the screen Did you take a disaster distribution at any time between 2018 and 2020? answer No.

Now watch the headings under Federal closely.

When you are in Deductions & Credits.
Scroll down and click on Wrap up tax breaks.
Then you are in Other Tax Situations.
Scroll down and click on Let's keep going.
Continue through to Federal Review.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

C

Claire919

I’m still having this issue, has it been resolved for anyone else?

T

tmunoz

Thank you for sharing this information. Our team is working to resolve a situation where there is a message in Review for Form 8915 Qualified Disaster Retirement Plan. We apologize for any inconvenience this has caused and are working to correct this.

Please see this TurboTax Help article which has a link to sign up for updates. Notifications Form 8915

M

makedatiye89

This is still an error on my taxes and did not work. I cannot file federal and I do not have the wages and income tab

J

JamesG1

What version of TurboTax are you using?

Everyone is being asked the question about a disaster distribution.

If you entered any Form 1099-R in your return, you have already seen that question. There is another question for users who did not enter any For 1099-R information.

The question in the step-by-step section of your return is located after you enter income and before you enter deductions and credits. In your tax return, that question may not have been answered or the question has been answered Yes.

AnnetteB6's instructions are to help you find that question and answer No.

Perhaps you did you take a disaster distribution from your pension funds between 2018 and 2020? A disaster distribution allowed you to spread the distribution over three 1040 tax returns.

If so, IRS Form 8915 will be needed to complete your tax return but that form is not yet available. See this TurboTax Help.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

L

Lysarian

I'm also still unable to file my taxes. Is there any update on this?

DoninGA

Employee

@Lysarian wrote:

I'm also still unable to file my taxes. Is there any update on this?

Try this procedure so that you can file -

Did you take a disaster distribution from your pension funds between 2018 and 2020? A disaster distribution allowed you to spread the distribution over three 1040 tax returns.

If so, IRS Form 8915 will be needed to complete your tax return but that form is not yet available. See this TurboTax Help.

If you did not take a disaster distribution from your pension funds between 2018 and 2020, there may be a question that needs to be reviewed. Follow these steps.

Go to Federal / Wages & Income.
Scroll down to Wrap up income.
Continue.
At the screen Did you take a disaster distribution at any time between 2018 and 2020? answer No.

Now watch the headings under Federal closely.

When you are in Deductions & Credits.
Scroll down and click on Wrap up tax breaks.
Then you are in Other Tax Situations.
Scroll down and click on Let's keep going.
Continue through to Federal Review.

J

jacquieblue2

I am getting the same message. I did take a distribution in 2020 from my Simple IRA and am over 65, so no early distribution issue, just the tax owed. On form 8915-E, I chose to NOT spread the taxable amount over 3 years but rather pay the required tax in 2020. So why am I still getting this message? The full amount should have been resolved last year!