My return was rejected due to data on 8915-F. TurboTax wont let me remove FEMA # entry on line C in order to refile

Same exact thing is happening to me! Turbotax please help!

Same thing happened to me but this line is blank on my returns. I don't know why it is rejecting.

I think I figured out how to fix it! On the retirement section, I unchecked the box that ask "If this was a coronavirus related distribution check here" and clicked continue. On the next page it asks which disaster are you referring to, I chose a random one (I think the first one was an alabama one) I went to file so I can check the pdf preview and it no longer showed "coronavirus" on line C and instead it showed the Alabama FEMA number. I then went back to the retirement section and went back to where it asked me to specify which disaster I'm referring to and instead of the Alabama, I chose the blank entry at the top. I then went to file to check the pdf and I confirmed that Line C was now blank. THEN I went back to the retirement section a 3rd time, and this time I checked the box that says "If this was a coronavirus related distribution check here". After that I went straight to the file section (I did not just click continue in the income section because they ask you more question about the retirement stuff, I just skipped that and went straight to the file section) and now on the PDF preview, line C is blank and line D is check marked. I just resubmitted it, hope they accept it this time, I can update here if it was successful but it looks fixed to me!

I called 1-800-4-INTUIT ([phone number removed]) and spoke with them and we walked through it.

If you actually go to FORMS in the upper right corner of the TurboTax Desktop App. Then scroll down to the the form 8915-E which is the worksheet. You will see Block 1 FEMA #, you can then delete that entry and then if you look on the next form 8915-F you will see it is deleted. Save your return and re-file it.

I went ahead and just re-filed mine and looked at my forms again and that entry in line C is gone.

Nice that sounds easier haha! Mines was accepted also!

You can remove the  entry in line C in forms mode.  You can access forms in TurboTax Desktop by following these steps:

1. click forms in the upper left-hand corner.  
2. Scroll down the forms until you see 8915-F
3. Click 8915-F worksheet
4. Remove entry to line C

If you are still experiencing the issue after following these steps, please respond to this thread.

@jdkluck 

How do I access "Forms Mode" in the web version of Turbo Tax?

Please try these steps to fix the rejection issue and delete the line C entry (if you only had 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.

@jdkluck 

@drwho1 

I see the option on the left hand side for "Tax Tools" with a drop down arrow. When I click it the arrow changes directions but nothing populates. I realize I am supposed to select "Tools" but there is no option to select anything whatsoever. 

Disregard previous reply, I had to log out and log back in and it worked. 

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@drwho1 wrote:

I see the option on the left hand side for "Tax Tools" with a drop down arrow. When I click it the arrow changes directions but nothing populates. I realize I am supposed to select "Tools" but there is no option to select anything whatsoever. 

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The last answer provided was when using the TurboTax online editions.  You are using the desktop editions.

Click on

Forms

You can remove the  entry in line C in forms mode.  You can access forms in TurboTax Desktop by following these steps:

1. click forms in the upper left-hand corner.  
2. Scroll down the forms until you see 8915-F
3. Click 8915-F worksheet
4. Remove entry to line C

same with me here

Please try these steps to fix the rejection issue:

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.

I had the same issue rejected return due to FEMA Number . easy fix.

1.go to forms select form 8915E.

2. just delete and leave blank FEMA Disaster #

you can confirm the removal by just clicking the 8915F form section C will now be blank.

file return...accepted

I don't see a "forms" section on my laptop.

If you are using the online program, you won't have a FORMS button (that is desktop only).   For the online version, there are 2 ways to remove the text from Line C.  
 

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.   @Meeks29 

OK, I will give that a try. Thanks

Thanks for these instructions - I was able to follow your workaround and get the form accurate to the written instructions on the form. Hopefully no more rejections!

That happened to me three times last night, the best way to do it is go back to your income and edit your 1099R and at the very end then,follow the steps below to correct invalid information: 1) Answer on-screen questions until you get to the screen. "Did You take a 2020 Qualified Disaster Distribution?" 2) Mark the yes box at the top of the screen. 3) If you need to correct the FEMA Number that appears on Form 8915-F, line C, you must clear the checkbox labeled "If this was a Coronavirus-related distribution reported in 2020 check here". Then proceed to the next screen, where you can select a valid FEMA number. Click continue. If you need to clear the FEMA Number, go back and select the blank entry at the top of the FEMA dropdown list. 4) If necessary, go back to the screen in step 1, and check the box to indicate that this was a Coronavirus-related distribution. The rerun your review, it will work then resubmit for efile. However now my return says pending on TurboTax but no liner rejected 

I resubmitted mine but it’s still pending after I fixed the error, how long did it take to be accepted?

This solution worked for me as well! 

Thank you for this trick 

If you are using the ONLINE VERSION go back to the section where you input the info and click the ‘no’ box for prior disasters to delete the form. Then go back to the section and click yes again the generate the form. When I did this the new form had a legit Coronavirus FEMA code instead of the Covid-19 so apparently the form has been fixed.