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Returning Member
posted Mar 30, 2020 10:39:16 AM

I have form 8915bt attached to my return but it keeps saying its delayed inbeing uploaded. Is there anyway to remove it and file and then amend my return when its avail?

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1 Replies
Expert Alumni
Mar 31, 2020 5:40:54 AM

The IRS has yet to release the final 2019 Form 8915-B and Instructions.  The "T" is the way TurboTax designates the "Taxpayer" form from the "Spouse" form.

 

Note that the IRS made revisions to the 2018 Form 8915-B in December 2019 for tax law changes, and is recommending those taxpayers who used Form 8915-B in 2018 wait until after 4/15/2020 to file a 2018 amended tax return.

 

You can delete your 8915-B form in TurboTax Online using the "Delete a form" function.  If it automatically "re-populates" you will need to change the answers for the 1099-R distribution or repayment that qualifies as "Disaster Retirement Plan Distributions and Repayments".  If you are able to wait, however, I recommend that you wait until the IRS approves the 2019 Form 8915-B for use.

 

This link has the following instructions for deleting a form in TurboTax Online:

  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, choose Delete a form.
  4. Select Delete next to the form/schedule/worksheet in the list and follow the instructions.