8915-F error

Forum|Forum|3 years ago
March 11, 2023
6 replies
155 views

I need your help on this topic.

My tax return was rejected for the error in Form 8915-F.

For background info, I withdrew $30,000 under the Covid Relief Distribution in 2020, and I decided to pay the taxes for $10,000 each for the next three years. So, this year is the final year for the remaining $10,000.

Now, when I filled out the form under 1099, there is a question like this:

Did Changsop take a 2020 Qualified Disaster Distribution? So, I clicked Yes.

And the next question is 'If this was a Corona virus-related distribution in 2020, check here X'

So, I checked that box.

After the review is done okay, I submitted it but rejected for the above reason.

I have no idea why I was rejected.

By the way, this is Turbo's solution:

What needs to be done:

This return cannot be electronically filed due to invalid information on Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments. Print your return and review information that appears on Form 8915-F: - If there is a FEMA number listed on line C, it must be a valid federally declared disaster n number, and it must be formatted as XX-NNNN-ST, where XX is either DR or EM, NNNN is a four digit number, and ST is a valid state abbreviation. - If box D is checked, no FEMA number should be listed on line C. If corrections are needed, go to Federal Taxes / Income, then scroll down to the section on Retirement, and select the 1099-R topic. If you have 1099-R entries, go to the end of the 1099-R summary, and select Continue. If you do not have any 1099-R entries for the current year, answer no when you see the question, Did you receive any 1099-R Forms? Then click continue. Follow the steps below to correct invalid information: 1) Answer on-screen questions until you get to the screen. "Did You take a 2020 Qualified Disaster Distribution?" 2) Mark the yes box at the top of the screen. 3) If you need to correct the FEMA Number that appears on Form 8915-F, line C, you must clear the checkbox labeled "If this was a Coronavirus-related distribution reported in 2020 check here". Then proceed to the next screen, where you can select a valid FEMA number. Click continue. If you need to clear the FEMA Number, go back and select the blank entry at the top of the FEMA dropdown list. 4) If necessary, go back to the screen in step 1, and check the box to indicate that this was a Coronavirus-related distribution. After making corrections, print for 8915-F and review information on lines C and D. Review for errors and re-submit the return for electronic filing. If the reject continues, you will need to print and file the return by mail.

TurboTax Basic Online

Best answer by Andera

How did you fix it?

You have to Uncheck the Covid box, then continue to the next screen. Leave the qualified disaster box blank and press continue.

Then you will press the back button and recheck the Covid box.

When you get to the Review before filing look for form 8915. Line C should be blank & Line D should be checked.

This will allow you yo submit without rejection.

mims77

Level 2

That is a Turbo Tax Error. The program is writing "Covid" on line C, when they are supposed to check D and leave C blank. I spent over 90 minutes with multiple techs and so far, they cannot manage to fix it.

cspyonAuthor

Level 5

I would like to share your frustration.

I heard they are working on it and fix it by Mon.

Let's see.

Andera

Level 2

There are steps to get this corrected so you can submit your return.

pwodzisz

Level 2

The 'fix' from TurboTax will NOT resolve your issue. The only way I was able to resolve it was by deleting the Qualified 2020 Disaster Retirement Distr form and then re-entering the information from my 2021 return. I spent 2 hours on the phone with support and they suggested printing and sending my form when their workaround didn't actually work. I had no intention of doing that, so I did the above. Federal and state returns were accepted yesterday...after 5 rejections.

seckampf

Level 2

I think for some people it is working with their fix and for some the deleting is working. Not sure why the difference, but my federal was accepted the second time after following the TurboTax steps.

MaMur21

Level 2

The solution Mims posted above worked for me. I deleted the 8915 F and the 2020 Qualified disaster dist form, re-entered everything in that section and was able to e-file.

Abja09

Level 2

Does anyone know if the issue is fixed or do we have to do a work around? So frustrating!!

cspyonAuthor

Level 5

Please check Andrea's reply here.

I fixed it thanks to his solution.

Quick & easy.

mchoffma

Level 3

For some reason, Turbo Tax won't let me submit my tax return because of 8915-F, I checked every 1099-R to make sure that I didn't inadvertently check disaster box and none seem to be checked. It still won't let me submit. Please advise me. Thank you.