anyone else get this code due to the revisions to form 8915-f Reject Code /Return/ReturnData/IRS8915F/QlfyDistriTrdnSEPSIMPLERothGrp/PriorYrSelectedDistriAmt

[DianeW777]

This error indicates a rejection in your tax return related to Form 8915-F, used for reporting qualified disaster or coronavirus-related retirement plan distributions. The field indicates a discrepancy in the prior year's selected distribution amount for SEP/SIMPLE/Roth groups.

It will likely be best to print your return for mailing. The IRS may not be quite prepared for this since the One Big Beautiful Bill Act (OBBBA) changes.

• How do I file by mail?

[jeffclegg]

Thanks,  but I am just curious!  I have gone through the worksheets and previous tax returns and my now ex-wife did our returns and started this 8915-F form back in 2023.  I reviewed that and the 2024 returns and noticed in the 1040 box 5a Pensions and annuities it has the following values  5a: 25,270 (2003)  19,246 (2004) and in 5b: 10,603 (2003) and 7,333 (2004) but in this years form it shows on 7,333 in box 5b and nothing in box 5a.  I am filing this year on my own for the first time in 23 years and as HOH and single (State) but I believe since this is my IRA that I closed out and agreed to spread over 3 years when she filed in 2023 (married -filling jointly) that I need to add it to my 2025 year return.  I understand and saw how they revised the 8915-F form this year and I answered all the questions through Turbo Tax in regards to the 8915-F and they form looks exactly the same as the 2024 return.  So what is the glitch with this years form and last that is causing it to be rejected?  If I mail these in will they except them like they are?  I really want this done and off my plate

[AmyC]

Let's look for 3rd year issues:

• 5a is  blank or zero is good
• 5b is the amount being claimed this year.
• 8915 FEMA number must match original
• 8915 must be 1/3 of original amount
• 8915 covid, line C blank
• Honestly, switching from MFJ to HOH may be causing the rejection with the new  revised 8915 this year.

Thankfully, this is the 3rd year for you and you are done. If none of the above are the issue, you will need to mail it in. I think the new 8915 this year may be your issue. I don't know how the IRS is programmed to match them up. If they used 2023, when it started and is looking at filing status, maybe that is the culprit. If they are using 2024, yours should go through. I would expect first year to be the one to match, honestly, no idea what the IRS has done or is doing.

If you mail, be sure to sign your return, mail it certified with no signature required by IRS receiver.