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March 5, 2022
Question

Turbotax won't let me uncheck "Check if you took a disaster distribution between 2018 and 2020"

  • March 5, 2022
  • 1 reply
  • 0 views

It won't let me finish and e-file. It just loops me back to "Fix Federal Return" and when I uncheck the box and continue, it just rechecks it. This does not apply to me and I did not take disaster distribution.

 

I tried to empty cache and delete cookies but nothing is working.

 

What do I do?

    1 reply

    March 7, 2022

    It may be that there is a Form 8915 Qualified Disaster Retirement Plan hung in the return.

    Here are the directions to delete the form from your return. This will delete both the form and the entries. If it rebuilds, sometimes there is another form recreating it and both have to be deleted to clear that information. In TurboTax Online:

    1. To Delete a Form, go to the black menu bar on the left
    2. Click on Tax Tools
    3. Click on Tools
    4. Under Other helpful links, click on Delete a Form
    5. Scroll down and check for Form 8915 and if there is one, click on Delete
    6. Click on the blue Delete Selected Form
    7. At the bottom, Continue
    8. At the bottom, Continue with my Return

    If deleting the form does not clear the error, to clarify, we would like to take a deeper look at this. It would help to have a diagnostic file, which is a sanitized copy of your tax return that has all of your personal information removed but has all of the forms and numbers entered. You can send one to us by following the directions below and posting the token number here, so we can access the sanitized return.


    TurboTax Online:
    1. Sign in to your online account
    2. Click on Tax Tools on the left toolbar
    3. Select Tools
    4. In the pop-up screen, click on "Share my file with agent"
    5. Click OK on the message that a diagnostic file will be sanitized and transmitted to us
    6. Please post the Token Number

    TurboTax Desktop/Download Versions:
    1. Open your return
    2. Click the Online tab in the top menu bar
    3. Select "Send Tax File to Agent"
    4. Click Send on the message, and the tax file will be sanitized and transmitted to us
    5. Please post the Token Number