After researching this issue it seems this is nearly a yearly issue for TT. Even when all questions regarding disaster relief are no it generates a 8915 in the background that prevents you from efiling and can not be edited or deleted. I've gone over all the standard steps with 3 reps, reviewing the questions, clearing my cache, looking at available forms ad nauseum and nothing has been resolved. Would appreciated some movement on this. If TT is generating the wrong forms how can I trust to mail them in. No canned responses please. token 252240. This has been going on for over a month.
Try this procedure originally posted by Tax Expert @JamesG1
Did you take a disaster distribution from your pension funds between 2018 and 2020? A disaster distribution allowed you to spread the distribution over three 1040 tax returns.
If so, IRS Form 8915 will be needed to complete your tax return but that form is not yet available. See this TurboTax Help.
If you did not take a disaster distribution from your pension funds between 2018 and 2020, there may be a question that needs to be reviewed. Follow these steps.
Now watch the headings under Federal closely.
Are you reading the question or are you a bot that auto copy and pastes that information? There are several people I'm aware of that are having this exact issue and no one is addressing it. The 8915 form is populating in the background. No matter how many times I answer no to those question the form DOESNT show up in the list of forms but shows up when you print the return. This is preventing e-filing. WE need this form purged from the return. This is squarely a TT problem and not a user issue.
@hawthorne-locket I read the question and I posted a procedure that has helped many users with the exact same problem. If you followed the procedure and you still cannot file your return due to the Form 8915 then you will have to contact TurboTax support for assistance.
See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632
Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax
Per my original post. I've spoken with 3 reps and their supervisors. 5+ hours going over the same steps. Messaged people on Facebook and Twitter. This needs to be escalated to someone who can fix this issue. It is a TT issue and not a user issue. I shouldn't have to spend nearly a day to get canned responses after a month of working on this. TOKEN 957357.
If is creating incorrect forms I can not trust my return enough to mail it in.
@hawthorne-locket wrote:
Per my original post. I've spoken with 3 reps and their supervisors. 5+ hours going over the same steps. Messaged people on Facebook and Twitter. This needs to be escalated to someone who can fix this issue. It is a TT issue and not a user issue. I shouldn't have to spend nearly a day to get canned responses after a month of working on this. TOKEN 957357.
If is creating incorrect forms I can not trust my return enough to mail it in.
Have you entered 1099-R? Did you answer yes to the disaster questions?
If you did then you will not be able to file until the new 8915-F form becomes available on 3/24/2022. If you did not then delete any 1099-R forms and 8915 forms that exist .
Never declared a disaster or took out an advance for one. Answered no to all questions. Never had a 1099-R. Walked through all that with phone reps multiple times. Cleared cache, rebooted system. Nothing else left for me to do.
Have you deleted the forms as I posted above?
Did you file a 8915-E form in 2020 and transfer 2020 data to 2021?
No. Never filed a 8915. Never filed a 1099-r. Neither form shows in my list of forms. When I submitted my return it says there is a 8915 but it’s not listed. Can not delete a form that’s not listed.
Starting to feel like I'm being gaslighted here. Went back over my last 5 years worth of returns. Not a single one shows 8915 or 1099-r.I don't see any reason TT would add this form and the fact that its present but not listed in the forms it created is the true problem. If it was listed I could delete it.
@hawthorne-locket I saw your conversation and maybe the following procedure will help. It has helped other users who had Form 8915 issues preventing them from filing. This may not help your particular situation but it is worth a try. This is definitely a TurboTax issue that needs to be resolved.
This is if you are using the TurboTax online editions -
If you did not take a disaster distribution from your pension funds between 2018 and 2020, there may be a question that needs to be reviewed. Follow these steps.
Now watch the headings under Federal closely.
Seriously!? This was your same answer 3 hours ago. Didn't work 3 hours ago and it doesn't work now. Didn't work with the 3 reps I spend over 5 hours with on the phone. Unless you can contact someone in technical support you should stop spamming peoples questions with the same replies.
@hawthorne-locket Sorry, did not realize it was already posted to you.
Unless you can get technical support to answer this question you need to stop replying. You are not qualified to address this problem.
Did you ever solve this issue, im having the same issue now, so frustrating
It cleared up on its own. Several hours in chats on multiple occasions with TT reps did nothing. Had me redoing the same steps over and over again. Worst customer service ever.
Same happened to me. I had to delete all of my husbands 1099-R forms. I saved return after each deletion then went to file and it was ready to file. I reentered each 1099-R and checked to see if it would get to the ready to file screen and each time it did.
Bottom line: delete all 1099-R's.
hawthorne-locket: I feel your pain. I am having the same issue. I never (ever) requested disaster plan distribution.
Bb1111: you noted you are having the same problem. Has it been resolved? If yes how was it resolved?
Please try these steps to fix the rejection issue:
Please let me know if this worked for you.
JulieS.
Thank you so much for your analysis and reply. I see two issues with your suggestion, both stemming from the fact that I have never taken a disaster distribution for coronavirus or any other reason:
1. that screen at the end that starts "I attest that the information is true to the best of my knowledge....." and
2. Given the facts, isn't your suggestion tax fraud?
Here's my latest workaround thoughts: I'm told e-filing is the fastest way for returns to be processed, speeding up the receipt of a refund check. Since I owe money, I'm thinking about printing the appropriate forms and mailing them in along with my check. After that, I really don't care how long it takes the IRS to process my return.....
Good morning.
I am a TT Product Expert... I'm so sorry for the bad customer service and not having a fix... but I found one today, for the desktop software at least!
The 8915FS worksheet will not allow you to delete it. However, following some of the tips in this thread, we were able to delete all the 1099Rs. Then on the forms mode, you you have to enter the 8915ES worksheet, and there you can see the questions "did you receive a disaster distribution". Here you can click the box to unmark the option, and it will remove both of the form 8915s!! Happy Taxing!!!
Can you clarify if you received a 1099-R and the distribution was not a disaster distribution, or did you not receive a 1099-R at all, and the 8915 is populating without any sort of 1099-R income?
I've got the same issue. I've been using TT for years and this software seems to be getting more problematic. Time to make a change from TT.
If you are seeing references to IRS form 8915-F in your tax return and you want to remove the form, Delete a form does not always work.
In TurboTax Online, you may remove the form by:
However, if the form re-generates, that means that there is an entry in the software that needs to be removed or changed.
If this is the case, return back to the point in the software where the questions that populate the form are asked.
Please try the following steps if you are using TurboTax Online to see if the error message will clear:
Let us know at @JamesG1 if this works for you.