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

[JFMcCune]

On the top black ribbon, click “View”.

In the dropdown, click “Forms”.

Scroll down the left column, click “8915?-T Wks” (not “Form 8915?-T”), where “?” is your Form based on your original filing (likely “E”, “F”, or “G”).

At the top of the worksheet you will see “A FEMA Disaster number” and the value “Coronavirus”, and “B Coronavirus-related distributions” with the boxed checked (“X”).

Place your cursor in the box with the value “Coronavirus” and backspace to erase that value.

You can click in the left column on “Form 8915?-T”.  “C FEMA number (1)” should now be blank, and “D” should have a checked box.

You will need to do the same for “8915?-S Wks” and “Form 8915?-S” if your spouse also has/had the Qualified Disaster Retirement Plan Distribution and Repayments.

On the black ribbon you can then click “View”.

In the dropdown, click “Step-by-Step” to return to the interview process and ultimately file your return.

[Tammyt3]

I'm having the same issue

[BahHumbug]

This solution as listed above worked for my desktop version. First, from the black ribbon, I clicked on View/Forms and scrolled to Form 8915F-T. Saw 'coronavirus' listed on the first input section, line C(1). I tried to remove that entry via a backspace, and it wouldn't let me. I then followed the above instructions exactly. The "View/Forms" dropdown also showed an "8915E-T Wks". Line A of the first box on that form allowed me to backspace/delete the "coronavirus" entry. I did nothing else on that form. Then, I went back to View/Form 8915F-T and saw that the 'coronavirus' entry was also now deleted. Note that box D remained checked. FYI - yes, this is a TT problem that they should fix rather than require us to call or google search. Item C on View/Form 8915-F clearly states: 'Use item D, not item C, for the coronavirus.' That's a pretty clear statement, IMO, for any programmer.

[solame82]

I didn't see that option either , just go to wages and income, then select 401k unchecked 2020diaster, then select Alabama disaster and complete that out , the  go back into it again and deselect Alabama and check the 2020 disaster 

[solame82]

It's a glitch in their system , you have to go to wages n income, select no for 1099r , yes for disaster 2020 , unchecked the box for d , select a different disaster, then go through the whole process of filing for that disaster. Then go back into it and removed the new disaster and reselect Harvey2020  and check the d box and it should go through. It's a bit confusing at first took me 8 times to get it to go through

[2Lost in Paradise]

Aloha,

We are not quite in the same place where the taxes were filed and submitted, we are still filling out our Returns. We have been attempting to undo checking the disaster claim and it will not remove even after 5 attempts to edit and two shutdowns to restart the programs filing process.  Can anyone describe how we can get the program to forgive human error and allow a correction to the early distribution from a qualified plan, due to mistakenly thinking the job closure during the Covid 19 shutdown were connected? 

[SharonD007]

You can delete Form 8915-F and the Qualified 2020 Disaster Retirement Distributions form (if it’s included on your tax return) and then e-file again. Follow the instructions below:

1. Launch 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. Scroll down to Form 8915-F and Qualified 2020 Disaster Retirement Distribution and select Delete and follow the instructions.

If this doesn’t resolve your issue, please reply.

[Zixxer2Go]

This worked for me too...thanks!

[hiswayhome]

I have tried all the "fixes" mentioned in this long thread regarding IRS rejecting Form 8915-F.  The error messages state that data is missing or invalid. I had a 2020 Coronavirus Qualified Distribution divided and claimed as income over  3 years. After 4 rejects and wasted hours, I have printed my return to mail. What a bother! Turbo Tax needs to get this corrected, although it is a little late for that!

[sueandleonapp]

My return is locked up on 8915F, line A. This a Mistake.  I Did not have a loss.  How can I correct i? Can I call and speak to someone ?

[rfumali]

I think you should call TurboTax and let them correct this issue.

[DanaB27]

If you didn't take a disaster distribution in 2022 or prior years then you need to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet"  (8915E wks).

Please follow these steps in TurboTax Desktop:

1. Switch to Forms mode on the top
2. Scroll down and select "8915E wks"
3. Click "delete" and confirm the deletion
4. Switch to Step-by-Step and run the smart check again

Please follow these steps 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, select "Delete a form".
4. Select "Delete" next to "Qualified 2020 Disaster Retirement Distr" and follow the instructions.

If you had a 2020 Covid distribution and want to report the 3rd portion but had an entry on line C then follow the steps above to delete the Worksheet and then enter your 3rd portion with these steps:

1. Click on the "Search" on the top and type “1099-R”  
2. Click on “Jump to 1099-R” 
3. 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)
4. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
5. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
6. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here", enter your information from your 2021 Form 9815-F, and then continue.

If you need additional help then please see What is the TurboTax phone number?

@sueandleonapp 

[Roy_L]

That would be lovely - if the forms menu wasn’t dimmed / completely disabled

[CarissaM]

Are you trying to edit/update a form and it is not allowing you? @Roy_L 

[2Lost in Paradise]

Aloha Roy,

I was identified as a disaster victim who had received a early distribution of retirement benefits which was not the situation. I was not required to file the 8915-F and was not able to remove the tag as much as I tried. A specialist showed me the Forms button at the top right, which was different from the Tool directions received from the Help prompt. For some reason this triggered another tag requiring me to file pre payment for estimated taxes! LOL Wound up scrapping the whole attempt and starting over completed and submitted a new session. Am presently awaiting an acceptance or rejection confirmation.