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Get your taxes done using TurboTax
Try the steps listed in the link below to clear the errors, but FIRST delete the 8915 E for BOTH you and your spouse. If you do not delete both of them it will not work.
After deleting BOTH 8915-E, you should see that 8915-F is gone too.
After you see both forms are gone, walk back through and follow the steps listed here and below by Champ DoninGA. After doing this I was able to clear the errors on your scrubbed return. But, the biggest thing was deleting BOTH forms and walk through ALL of the questions for the distribution for ALL of the years back to 2018.
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 a 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.
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