topic Why is TT requiring the use of 8915-F for a fourth year? I said no on the question about taking a distribution like it said but it’s still not allowing me to file. in Retirement tax questions

Why is TT requiring the use of 8915-F for a fourth year? I said no on the question about taking a distribution like it said but it’s still not allowing me to file.

ummiofone — Tue, 10 Feb 2026 10:15:53 GMT

This delay in being able to file is very frustrating. I am rethinking using turbo tax this and every other year.

Re: Why is TT requiring the use of 8915-F for a fourth year? I said no on the question about taking a distribution like it said but it’s still not allowing me to file.

dmertz — Sat, 06 Jan 2024 13:31:40 GMT

Others have mentioned that TurboTax is failing to delete the Form 8915-F after the third year. You'll need to delete it yourself.

Re: Why is TT requiring the use of 8915-F for a fourth year? I said no on the question about taking a distribution like it said but it’s still not allowing me to file.

Critter-3 — Sat, 06 Jan 2024 17:10:54 GMT

Yes this is an issue that will probably be corrected in a future update ... for now here is the workaround:

If you are using the Downloaded program go to Forms mode and delete the Form 8915-F and the Form 1099-R that was transferred from the 2022 return.

Click on Forms. When in Forms mode the 8915-F and the 1099-R should be located in the forms/schedules/worksheets list on the left side of the screen. Click on the form to open and then scroll down and click on the Delete button.

If you are using the online program ...

Open your return in TurboTax. (To do this, sign in to TurboTax, and select Take me to my return.)
In the left-side menu, select Tax Tools > Tools.
In the pop-up window Tool Center, choose Delete a form.
Select Delete next to the form/schedule/worksheet in the list and follow the onscreen instructions.

Re: Why is TT requiring the use of 8915-F for a fourth year? I said no on the question about taking a distribution like it said but it’s still not allowing me to file.

fanfare — Sat, 06 Jan 2024 20:27:42 GMT

IRS is not even open for e-File yet.

It's not wise to SUBMIT on the first day or prior to.

@ummiofone

Re: Why is TT requiring the use of 8915-F for a fourth year? I said no on the question about taking a distribution like it said but it’s still not allowing me to file.

juliepeterson111 — Sat, 06 Jan 2024 21:50:08 GMT

THANK you, I actually had to start over and then delete the disaster form first before doing anything.