Retirement tax questions

Form 8915-F is not related to the RMD questions. Every time you go back through the 1099-R section you will be asked the RMD questions. That doesn't mean that your answer wasn't saved and it has nothing to do with your Form 8915-F. 

Form 8915-F is generated from a disaster distribution from a retirement account taken in 2020 or 2021. For most people this is due to the Covid-19 disaster, but it can also be due to another federal disaster in those years.

Please try these steps to fix the rejection issue:

1. Select Federal on the left side menu.
2. Under  Wages & Income, find IRA, 401(k), Pension Plan Withdrawals (1099-R).
3. Select Add/ Edit to the right.
4. Click Continue on the Review your 1099-R info​​​​​​​ screen.
5. Answer Yes to the Have you ever taken a disaster distribution before 2022? 
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 click Continue.
5. Confirm your Delete.
6. Find  Wages & Income, find IRA, 401(k), Pension Plan Withdrawals (1099-R), click Add/ Edit to the right.
7. Click Continue on the Review your 1099-R info​​​​​​​ screen.
8. Answer Yes to Did you take a 2020 Qualified Disaster Distribution?
9. Check the box next to If this was a Coronavirus-related distribution reported in 2020 check here, and enter your information.
   
   Please let me know if this worked for you.