topic Form 8915 can not be removed from final return. in Get your taxes done using TurboTax

Form 8915 can not be removed from final return.

hawthorne-locket — Mon, 09 Mar 2026 07:58:11 GMT

After researching this issue it seems this is nearly a yearly issue for TT. Even when all questions regarding disaster relief are no it generates a 8915 in the background that prevents you from efiling and can not be edited or deleted. I've gone over all the standard steps with 3 reps, reviewing the questions, clearing my cache, looking at available forms ad nauseum and nothing has been resolved. Would appreciated some movement on this. If TT is generating the wrong forms how can I trust to mail them in. No canned responses please. token 252240. This has been going on for over a month.

Re: Form 8915 can not be removed from final return.

DoninGA — Tue, 15 Mar 2022 14:43:59 GMT

Try this procedure originally posted by Tax Expert @JamesG1

Did you take a disaster distribution from your pension funds between 2018 and 2020? A disaster distribution allowed you to spread the distribution over three 1040 tax returns.

If so, IRS Form 8915 will be needed to complete your tax return but that form is not yet available. See this TurboTax Help.

If you did not take a disaster distribution from your pension funds between 2018 and 2020, there may be a question that needs to be reviewed. Follow these steps.

Go to Federal / Wages & Income.
Scroll down to Wrap up income.
Continue.
At the screen Did you take a disaster distribution at any time between 2018 and 2020? answer No.

Now watch the headings under Federal closely.

When you are in Deductions & Credits.
Scroll down and click on Wrap up tax breaks.
Then you are in Other Tax Situations.
Scroll down and click on Let's keep going.
Continue through to Federal Review.

Re: Form 8915 can not be removed from final return.

hawthorne-locket — Tue, 15 Mar 2022 14:49:02 GMT

Are you reading the question or are you a bot that auto copy and pastes that information? There are several people I'm aware of that are having this exact issue and no one is addressing it. The 8915 form is populating in the background. No matter how many times I answer no to those question the form DOESNT show up in the list of forms but shows up when you print the return. This is preventing e-filing. WE need this form purged from the return. This is squarely a TT problem and not a user issue.

Re: Form 8915 can not be removed from final return.

DoninGA — Tue, 15 Mar 2022 15:04:22 GMT

@hawthorne-locket I read the question and I posted a procedure that has helped many users with the exact same problem. If you followed the procedure and you still cannot file your return due to the Form 8915 then you will have to contact TurboTax support for assistance.

See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

Re: Form 8915 can not be removed from final return.

hawthorne-locket — Tue, 15 Mar 2022 15:10:36 GMT

Per my original post. I've spoken with 3 reps and their supervisors. 5+ hours going over the same steps. Messaged people on Facebook and Twitter. This needs to be escalated to someone who can fix this issue. It is a TT issue and not a user issue. I shouldn't have to spend nearly a day to get canned responses after a month of working on this. TOKEN 957357.

If is creating incorrect forms I can not trust my return enough to mail it in.

Re: Form 8915 can not be removed from final return.

macuser_22 — Tue, 15 Mar 2022 15:30:53 GMT

@hawthorne-locket wrote:

Per my original post. I've spoken with 3 reps and their supervisors. 5+ hours going over the same steps. Messaged people on Facebook and Twitter. This needs to be escalated to someone who can fix this issue. It is a TT issue and not a user issue. I shouldn't have to spend nearly a day to get canned responses after a month of working on this. TOKEN 957357.

If is creating incorrect forms I can not trust my return enough to mail it in.

Have you entered 1099-R? Did you answer yes to the disaster questions?

If you did then you will not be able to file until the new 8915-F form becomes available on 3/24/2022. If you did not then delete any 1099-R forms and 8915 forms that exist .

https://ttlc.intuit.com/community/accessing/help/how-do-i-view-and-delete-forms-in-turbotax-online/01/25593?search-action-id=226278544107&search-result-uid=25593

Re: Form 8915 can not be removed from final return.

hawthorne-locket — Tue, 15 Mar 2022 16:21:19 GMT

Never declared a disaster or took out an advance for one. Answered no to all questions. Never had a 1099-R. Walked through all that with phone reps multiple times. Cleared cache, rebooted system. Nothing else left for me to do.

Re: Form 8915 can not be removed from final return.

macuser_22 — Tue, 15 Mar 2022 16:36:33 GMT

Have you deleted the forms as I posted above?

Did you file a 8915-E form in 2020 and transfer 2020 data to 2021?

Re: Form 8915 can not be removed from final return.

hawthorne-locket — Tue, 15 Mar 2022 17:02:38 GMT

No. Never filed a 8915. Never filed a 1099-r. Neither form shows in my list of forms. When I submitted my return it says there is a 8915 but it’s not listed. Can not delete a form that’s not listed.

Re: Form 8915 can not be removed from final return.

hawthorne-locket — Tue, 15 Mar 2022 17:09:18 GMT

Starting to feel like I'm being gaslighted here. Went back over my last 5 years worth of returns. Not a single one shows 8915 or 1099-r.I don't see any reason TT would add this form and the fact that its present but not listed in the forms it created is the true problem. If it was listed I could delete it.

Re: Form 8915 can not be removed from final return.

DoninGA — Tue, 15 Mar 2022 17:20:02 GMT

@hawthorne-locket I saw your conversation and maybe the following procedure will help. It has helped other users who had Form 8915 issues preventing them from filing. This may not help your particular situation but it is worth a try. This is definitely a TurboTax issue that needs to be resolved.

This is if you are using the TurboTax online editions -

If you did not take a disaster distribution from your pension funds between 2018 and 2020, there may be a question that needs to be reviewed. Follow these steps.

Go to Federal / Wages & Income.
Scroll down to Wrap up income.
Continue.
At the screen Did you take a disaster distribution at any time between 2018 and 2020? answer No.

Now watch the headings under Federal closely.

When you are in Deductions & Credits.
Scroll down and click on Wrap up tax breaks.
Then you are in Other Tax Situations.
Scroll down and click on Let's keep going.
Continue through to Federal Review.

Re: Form 8915 can not be removed from final return.

hawthorne-locket — Tue, 15 Mar 2022 17:32:21 GMT

Seriously!? This was your same answer 3 hours ago. Didn't work 3 hours ago and it doesn't work now. Didn't work with the 3 reps I spend over 5 hours with on the phone. Unless you can contact someone in technical support you should stop spamming peoples questions with the same replies.

Re: Form 8915 can not be removed from final return.

DoninGA — Tue, 15 Mar 2022 17:33:26 GMT

@hawthorne-locket Sorry, did not realize it was already posted to you.

Re: Form 8915 can not be removed from final return.

hawthorne-locket — Tue, 15 Mar 2022 18:05:59 GMT

Unless you can get technical support to answer this question you need to stop replying. You are not qualified to address this problem.

Re: Form 8915 can not be removed from final return.

Bb1111 — Mon, 30 Jan 2023 03:38:15 GMT

Did you ever solve this issue, im having the same issue now, so frustrating

Re: Form 8915 can not be removed from final return.

hawthorne-locket — Mon, 30 Jan 2023 03:48:30 GMT

It cleared up on its own. Several hours in chats on multiple occasions with TT reps did nothing. Had me redoing the same steps over and over again. Worst customer service ever.

Re: Form 8915 can not be removed from final return.

J007kelley — Wed, 01 Mar 2023 03:57:53 GMT

Same happened to me. I had to delete all of my husbands 1099-R forms. I saved return after each deletion then went to file and it was ready to file. I reentered each 1099-R and checked to see if it would get to the ready to file screen and each time it did.

Bottom line: delete all 1099-R's.

Re: Form 8915 can not be removed from final return.

sandbar3141 — Fri, 10 Mar 2023 19:50:01 GMT

hawthorne-locket: I feel your pain. I am having the same issue. I never (ever) requested disaster plan distribution.

Bb1111: you noted you are having the same problem. Has it been resolved? If yes how was it resolved?

Re: Form 8915 can not be removed from final return.

JulieS — Fri, 10 Mar 2023 20:18:09 GMT

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.

Please let me know if this worked for you.

Re: Form 8915 can not be removed from final return.

sandbar3141 — Sat, 11 Mar 2023 16:46:47 GMT

JulieS.

Thank you so much for your analysis and reply. I see two issues with your suggestion, both stemming from the fact that I have never taken a disaster distribution for coronavirus or any other reason:

1. that screen at the end that starts "I attest that the information is true to the best of my knowledge....." and

2. Given the facts, isn't your suggestion tax fraud?

Here's my latest workaround thoughts: I'm told e-filing is the fastest way for returns to be processed, speeding up the receipt of a refund check. Since I owe money, I'm thinking about printing the appropriate forms and mailing them in along with my check. After that, I really don't care how long it takes the IRS to process my return.....