Unable to uncheck Disaster Tax Relief Box in Info Wks

[dflorez]

We've been trying to file but can't uncheck this box. We're not sure it applies to use anyway but we've found no way to remove the checkmark

[TeresaM]

It may be that there is a Form 8915 Qualified Disaster Retirement Plan hung in the return.

Here are the directions to delete the form from your return. This will delete both the form and the entries.  If it rebuilds, sometimes there is another form recreating it and both have to be deleted to clear that information. In TurboTax Online:

1. To Delete a Form, go to the black menu bar on the left
2. Click on Tax Tools
3. Click on Tools
4. Under Other helpful links, click on Delete a Form
5. Scroll down and check for Form 8915 and if there is one, click on Delete
6. Click on the blue Delete Selected Form
7. At the bottom, Continue
8. At the bottom, Continue with my Return

If deleting the form does not clear the error, to clarify, we would like to take a deeper look at this. It would help to have a diagnostic file, which is a sanitized copy of your tax return that has all of your personal information removed but has all of the forms and numbers entered. You can send one to us by following the directions below and posting the token number here, so we can access the sanitized return.

 TurboTax Online:

1. Sign in to your online account
2. Click on Tax Tools on the left toolbar
3. Select Tools
4. In the pop-up screen, click on "Share my file with agent"
5. Click OK on the message that a diagnostic file will be sanitized and transmitted to us
6. Please post the Token Number

TurboTax Desktop/Download Versions:

1. Open your return
2. Click the Online tab in the top menu bar
3. Select "Send Tax File to Agent"
4. Click Send on the message, and the tax file will be sanitized and transmitted to us
5. Please post the Token Number

[dflorez]

We're not seeing that particular form in our return, is there any other form that could cause that?

[KrisD15]

To clarify,

which TurboTax program are you using, Online or Desktop?

Did you enter a 1099-R? 

[dflorez]

We did not have a 1099-R. my wife sent in the sanitized return, its token number is 977362

[marianalopez]

i tried following the steps and still cannot file. my token number is 1053082

[PatriciaV]

The related form for this section (Form 8915-F) will not be available until February 2023 (see IRS forms availability table for TurboTax individual (personal) tax products). If this form doesn't apply to you, try the process below to see if you can resolve the issue and complete your return.

Log out of TurboTax Online, clear your cache & cookies, and close your browser. For the desktop version of TurboTax, start here. Reopen and log back into TurboTax. Open your return and run the Federal Review. If you still see the message about disaster distributions, do the following:

Go to Wages & Income

1. Scroll to the bottom of the section without making any changes.
2. Click I'll choose what I work on click Done with Income
3. Continue moving forward until you see a question about whether you took a disaster distribution in 2020 = No

Run the Federal Review again to see if the issue has been resolved.

If the issue remains, try the steps listed below:

Go to Wages & Income

1. Scroll down to Retirement Plans and Social Security
2. Select IRA, 401(K) Pension Plan Withdrawals(1099-R) >> Continue (you don't need to add any income forms)
3. Have you ever taken a disaster distribution before 2021? = Yes
4. Did either of you take a disaster distribution at any time between 2018 and 2022? = No

Run the Federal Review again to see if the issue has been resolved.

If not, you will need to wait until Form 8915-F has been released and repeat this process if necessary.

@marianalopez

[pkle56]

You need to delete both Form 8915-F and 8915 Worksheet to clear it in your income tax.

[tks687]

I'm trying to file my taxes and I CANNOT delete or uncheck this message! I created a token number twice by accident. Please help! 

1133560 (first token)
1133561 (second token)

[tks687]

it doesn't work

[CatinaT1]

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.