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Get your taxes done using TurboTax
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:
- Login to your TurboTax Account
- Click on the "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R”
- 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)
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
- Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
- Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
- On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back"
- 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:
- Open or continue your return in TurboTax.
- In the left menu, select "Tax Tools" and then "Tools".
- In the pop-up window Tool Center, select "Delete a form".
- Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
- Click on the "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R”
- 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)
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
- Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
- 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.
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