Form 8915F-T for TY 2022 filing in 2023 -recent post

[Akb3]

This finally worked for me!  Before I only deleted the 8915 form. I had to delete the 2 forms, and it removed the Covid code. Hoping it gets accepted this time. 

[TK96]

I am having an issue filing. It has to do with from 8915-f. It keeps saying invalid entries. I have triple checked and all is correct. Is there a way around this or is this an issue with the TurboTax software. 

[JamesG1]

There is a workaround concerning checking the box If this was a Coronavirus-related distribution reported in 2020, check here at the screen Did you take a 2020 Qualified Disaster Distribution?  

Please see @DataB27's explanation 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.

@TK96 

[ParticularNet1989]

I was able to do that for my federal return but my state tax is getting rejected still. Federal return was accepted. This is what TurboTax e-mailed me after my state return was rejected: 

State Tax 8915F - We are working on a product update related to potential state tax impact of federal Form 8915-F. This update is scheduled to be available on March 17. On or after that date, review the return and re-transmit it.

[Maris921]

Thank you for this information on State.  I'll watch for the update. 

[ruta1996]

The same here - can't delete this stubborn erroneous form 8915F !! Keep rejecting e-filing!

[ruta1996]

In my case I can't delete 8915F without FIRST deleting Qualified 2020 Distribution worksheet. Only after this step I was able to delete the 8915F form. And e-filled, finally!

[ruta1996]

Yes, only in this order it worked for me!

[ruta1996]

Hooray, I finally deleted the 8915F-S form (which was not even applicable in my case!), only after first deleting the 2020 Qualified Disaster Distribution form! E-filled federal & state successfully!

[TK96]

It worked.  I had to logout and then sign back in. I was then able to delete both forms (8915-f and Qualified Disaster Distribution form). I reentered all the info and was able to e- file.  Thank for the help @JamesG1 

[bcrown9]

Still having the same issue

[bcrown9]

Is there a new release date, still not working?

[MoniqueLO_]

Please see this discussion thread and the reply from Tax Expert, DanaB27 to fix Form 8915-F rejection code. If this doesn't work for you, please let us know so we can further assist you. 

@bcrown9 
 

[Bec3a]

Who writes these condescending responses that say basically "try reading the instructions"? Not very customer service oriented. 

[Kimber74]

Help!  This 8915-F form is confusing me.  I must need to change something on the form but I cannot figure out how to make changes   The turbocheck said I needed to look at those forms.   How can I get help with this?  So frustrating....