Form 8915-F

Forum|Forum|3 years ago
March 15, 2023
10 replies
67 views

Using TT desktop, the final review shows that I have a Form 8915 error - "you indicated there were retirement distributions related to a disaster.... It requires part 1 of form 8915-F which has not been finalized yet. Do not file return until this part of calculation is finalized in upcoming release"

I have gone through all of my IRA entries and made sure each answer NO in the question "was this a withdrawal due to a 2021 or 2022 disaster" I notice that every time I review the IRA entries, that is the only section that does not remember my entry and I need to click the "no" bullet. I have deleted and re-entered each IRA, saving the return after each. It still comes up as an error.

The form itself is prepopulated with a check in the box for a disaster in calendar year 2020. The form does not allow me to edit or delete it. My recollection is that when I started a few days ago the disaster section was different and also referred to other years and possibly had a question about COVID.

How do I get rid of this error?

DanaB27

Employee Tax Expert

It would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Download:

On your menu bar at the very top, click "Online"
Select "Send Tax File to Agent"
Click "Send"
The pop-up will have a token number
Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

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pouranshir

Level 2

I have not indicated disaster retirement distribution but form 8915-F keep popping up and prevents me from filing my return! Help please!

Thanks!

DawnC

Level 15

If you took a disaster distribution in 2020, the form will auto-generate. If you did not take the distribution, you can delete the Form or if it regenerates, you told TurboTax you did take the distribution somewhere in the program. Search for 1099-R and use the Jump to 1099-R link. You should land on the 1099-R summary screen. Click Done or Continue at the bottom. The next screens are where you can change your answers to the prior year distribution questions. @pouranshir

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pouranshir

Level 2

Thanks Bill! I have the same issue. I don't know how to fix either! Please let me know if you figure out. I hate to print and mail my tax returns 😞

DawnC

Level 15

You don't need to edit or review the 1099-R forms - the questions are not asked during the form entry - they are asked AFTER entering the 1099-R forms. Click Done or Continue at the bottom of the summary page to get to the questions you need to answer NO on. See below for the screens you are looking for. There are multiple screens you must say NO on. After you confirm you answer NO here, you can delete the form. If all of those screens are NO, then you told TurboTax one of your 1099-Rs was used to payback a prior year distribution. You may want to delete your 2 forms and re-enter them - sometimes entries get stuck and deleting them is the only way to fix it.