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Level 2
posted Mar 23, 2023 12:55:25 PM

8915F-S:Do not file the return until this part of calculation is finalized in the upcoming release.

I can not efile because the CHECK THIS ENTRY.

 

" Form 8919F-S:_you indicated there were retirement distributions received in 2022 related to a disaster that occurred in 2021 or 2022. It requires Part I of from 8915-F which has not been finalized yet. Do not file the return until this part of calculation is finilized in the upcoming release.

 

May I ask what  I can do? I can not efile for a long time. The dead line is closed soon.

0 16 1343
2 Best answers
Expert Alumni
Mar 28, 2023 10:14:18 AM

If you didn't take a disaster distribution in 2022 or prior years then please delete Form 8915 with the steps below.

 

Please use these steps to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet"  (8915E Wks) in TurboTax Desktop:

 

  1. Switch to Forms mode on the top
  2. Scroll down and select "8915E wks"
  3. Click "delete" and confirm the deletion
  4. Switch to Step-by-Step and run the smart check again

 

Please use these steps to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet" in TurboTax Online:

 

  1. In the left menu, select "Tax Tools" and then "Tools".
  2. In the pop-up window Tool Center, select "Delete a form".
  3. Select "Delete" next to "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
  4. Run the federal review again

 

@alasou 

Intuit Alumni
Apr 3, 2023 11:14:41 AM

Please feel free to contact Customer Support so you can speak with someone who can assist you.

@alasou 

 

16 Replies
Expert Alumni
Mar 23, 2023 1:58:28 PM

Form 8915-F has been updated.  If you are using the desktop version of TurboTax, follow these steps to update the form:

 

  1. Click Online
  2. Click Check for Updates
  3. Run Updates
  4. Restart TurboTax

@alasou  

Level 2
Mar 28, 2023 7:58:35 AM

I did as you said.
But it is there still. "check the entry......................"

Expert Alumni
Mar 28, 2023 8:19:29 AM

To clarify, you are trying to report a 2022 or 2021 disaster distribution received in 2022?

 

@alasou 

Level 2
Mar 28, 2023 9:42:14 AM

no, I do not know why I have the F_S. I just withdraw some of  my retirement the pension .


Expert Alumni
Mar 28, 2023 10:14:18 AM

If you didn't take a disaster distribution in 2022 or prior years then please delete Form 8915 with the steps below.

 

Please use these steps to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet"  (8915E Wks) in TurboTax Desktop:

 

  1. Switch to Forms mode on the top
  2. Scroll down and select "8915E wks"
  3. Click "delete" and confirm the deletion
  4. Switch to Step-by-Step and run the smart check again

 

Please use these steps to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet" in TurboTax Online:

 

  1. In the left menu, select "Tax Tools" and then "Tools".
  2. In the pop-up window Tool Center, select "Delete a form".
  3. Select "Delete" next to "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
  4. Run the federal review again

 

@alasou 

Level 2
Mar 28, 2023 12:39:16 PM

i did as you listed, but I can not delete the 8915F.

 

That is weird.

Level 2
Mar 28, 2023 12:44:17 PM

I have no idea what i can do.

 

Just mail to irs?

Expert Alumni
Mar 28, 2023 1:00:08 PM

It would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online

 

  1. From the left menu select Tax Tools. 
  2. Then select Tools below Tax Tools. 
  3. A window will pop up which says Tools Center.  
  4. On this screen, select Share my file with Agent. 
  5. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number. 
  6. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

 

The instructions for TurboTax Download

 

  1. On your menu bar at the very top, click "Online"
  2. Select "Send Tax File to Agent"  
  3. Click "Send"
  4. The pop-up will have a token number
  5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

 

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

 

@alasou 

Level 2
Apr 1, 2023 5:25:18 AM

1112217

Expert Alumni
Apr 2, 2023 7:07:03 AM

Thank you, I reviewed your token and I was able to remove the error with these steps in TurboTax Desktop:

 

  1. Switch to Forms mode on the top
  2. Scroll down and select "8915E-S wks"
  3. Click "delete" and confirm the deletion
  4. Switch to Step-by-Step and run the smart check again (it didn't show any error)

 

Please make sure you delete the worksheet and this will automatically delete Form 8915-F.

 

 

 

 

@alasou 

Level 2
Apr 2, 2023 11:09:12 AM

what I can do now. I can not resolve the issue over  month now~

thanks

Intuit Alumni
Apr 2, 2023 1:05:55 PM

Did you follow the instructions above by @DanaB27 @alasou ?

Level 2
Apr 3, 2023 3:26:57 AM

I can not delete. 
even you do that, and refresh it. It is just there again.

Intuit Alumni
Apr 3, 2023 11:14:41 AM

Please feel free to contact Customer Support so you can speak with someone who can assist you.

@alasou 

 

Level 2
Apr 7, 2023 2:12:30 AM

I connected with them. and They tried 2 hours, but my issue is there still. what I can do?please·~~~

Expert Alumni
Apr 7, 2023 5:10:00 AM

Have you tried these steps?

 

Here is a workaround provided by expert DanaB27 that is working-  

  

Be sure to follow the instructions carefully. Try both options if necessary. 

  

Please try these steps to fix the 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 clicked "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. Select "Tax Tools" and then "Tools" in the left menu. 
  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 works for you.