Tax Return Rejected - Form 8915F

[Zuza]

Hi there,

I filed my 2025 Form 1040, but it's rejected due to incomplete Form 8915F. Printed out the same form and filled it out: the amounts on Ln. 23 and Ln. 26 ended different than the amounts on the Form in TT. I used Worksheet 4 from IRS Instructions to figure out the taxable amount for 2025 year.

Should I correct the amounts on TT Form 8915F and file the return again or wait for software update, which can take a quite long time?

To be precise:   2024 Disaster Distribution $5000, spread over 3 years.

                             First yr Taxable amount is $1667.

Thanks!

[AmyC]

Let's try a few things:

Line 23 is the 2024 amount. Check to see if the program is picking up last year's information correctly from your 1099-R entry.

Be sure the 8915F is filled in with the exact same FEMA number for a data match. This can cause an IRS reject.

When you enter the 1099-R, be sure you go through all the questions.

If that doesn't work:

A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files).

Online version:

1. Delete the form 1099-R, 8915F and any associated worksheets- if possible, see How to Delete  
2. Log out of your return and try one or more of the following:
   • Don't use Internet Explorer.
   • Clear cache and cookies,
   • Sign in using a different browser.
   • Sign in using a different device.
3. Log back into your return.
   • Enter the information again. 

Desktop version: 

1. Delete the form 1099-R, 8915F and any associated worksheets
2. Save your return while closing the program.
3. Update the program
4. Open
5. Enter the information again.

[Zuza]

Thank you for your advice!

I did exactly as you said but it didn't work out. Checked for TT updates and there weren't any.

When I go to Your 2025 Income Summary screen on TT, in Retirement Plans and Social Security, TT says "Needs Review".

I checked Worksheet 4 for Form 8915F, it gives different amount for this year's Ln. 23. Maybe I need to use that amount?  Now I am stuck and can't e-file my taxes because there is something missing.