JamesG1
Expert Alumni

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IRS form 8915-F should be available for electronic filing.  Are you simply reporting the third year of a 2020 Qualified Disaster Distribution or something else?

 

If you are reporting the third year of a Qualified Disaster Distribution, you will report 1/3 of the 2020 distribution.  Follow these steps to the screen Did You Take a 2020 Qualified Disaster Distribution:

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & Income.
  • Click Edit / Add to the right of IRA, 401(k), Pension Plan Withdrawals.
  • At the screen Here's your 1099-R info, click Continue.
  • Continue to the screen Did You Take a 2020 Qualified Disaster Distribution.

If you are reporting the third year of a Qualified Disaster Distribution, you will report 1/3 of the distribution:

 

  • on lines 11 and 13 for retirement plans (other than IRA's) or
  • on lines 22 and 24 for traditional, SEP, SIMPLE and Roth IRA's?

To be able to electronically file, 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.

Please let us know if this worked for you.

 

@mandleyj 

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