Skip to main content
Level 2
February 17, 2024
Question

Disaster distribution? 8915-F?

  • February 17, 2024
  • 3 replies
  • 47 views

I'm entering a distribution I took from my 401k that qualifies as a 2023 disaster distribution but software is still calculating a 10% early withdrawal fee. When I'm looking at the forms, the 8915-F form says "DO NOT FILE" on the top right corner. Can somebody help or clarify this for me? 

    3 replies

    CatinaT1
    Level 15
    February 22, 2024

    I believe this form has been updated. Are you still receiving this error?

     

    Try closing TurboTax, clear your Cache and Cookies if you are using TurboTax Online, and reopen TurboTax.  You can also try a different browser.

     

    Also, make sure you have ran all updates. 

     

    If using TurboTax Online: Clear your cache and cookies. See this FAQ, for your particular browser.

    If using TurboTax Desktop: Please see this FAQ.

     

     

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    Level 2
    February 23, 2024

    I'm using the Turbotax on the desktop and updated. It still makes the 10% penalty on the distribution, but now it shows on the beginning screen form 8915F2-T "Ready Soon." Is there an eta when this will be ready? 

    LindaS5247
    Level 14
    February 26, 2024

    We expect this update to be ready very soon.  Please continue to come back and update your TurboTax program.  

     

    Click here for information on updating your program while using TurboTax Desktop.

     

    Click here for additional information on Form 8915-F.

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"