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Returning Member
posted Feb 15, 2024 2:10:55 PM

8915-F generating for 2023 when I have already paid back all 3 years

I took the coronovirus qualified disaster relief in 2020. My understanding was it was to be spread over 3 years which includes the year I took the distribution. However when I file taxes Form 8915-F is still coming up for 2023. I tried deleting the form and the list, which was successful but my tax refund amount is not changing. What do I do?

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4 Replies
Level 15
Feb 15, 2024 2:14:24 PM

The Form 8915-F Worksheet and the Form 8915-F along with the Form 1099-R were transferred from the 2022 tax return and need to be deleted.  There may also be a "Qualified Disaster Retirement Plan Distributions" and/or a "2020 Disaster Distribution" form listed that has to be deleted.

 

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

Expert Alumni
Feb 15, 2024 2:15:21 PM

Start by closing TurboTax, clear your Cache and Cookies if you are using TurboTax Online, and reopen TurboTax.  Make sure you have ran all updates. 

 

If using TurboTax Online: Clear your cache and cookies. See this FAQ, for your particular browser.

If using TurboTax Desktop: Please see this FAQ.

 

Then, you likely  had form 8915-f carry over to your 2023 return.

 

Since you don't need that form 8915-f in 2023 and have to delete it. I know you tried that, but that's why I'm having you clear your cache and cookies first.

 

To delete it, please follow these steps:

 

  1. In TurboTax, open your return
  2. In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools
  3. On the Tools Center  page, click on Delete a form 
  4. A list of forms will appear. Locate form 8915-f and click Delete next to it.
  5. On the next screen, click Delete Form
  6. Also delete any worksheet associated with form 8915-f.

 

Level 2
Feb 21, 2024 3:49:16 PM

Help ..I submitted my tax return and didn’t realize the 8915f carried over. I payed this over 3 years and was finished in 2022.what do I do?

Expert Alumni
Feb 22, 2024 7:37:15 AM

If you have already filed your tax return and it has been accepted, and a distribution amount was actually recorded on your tax return for 2023 (which would be taxable) then you will have to file an amended tax return.

 

Make sure you wait until your return has been processed before doing this.

 

You can check your return to see if a disaster distribution amount was entered on it.  It would have flowed from Form 8915-F to Line 5b of your Form 1040.

 

Click here for detailed instruction on "How to File an Amended Return in TurboTax."

 

Click here for additional information about amending your tax return

 

Click here for "What is Form 8915-F?"

 

Click here for additional Form 8915-F information.