FORM 8915F-T

[ukrkoz]

I had normal distribution from my IRA. I can't efile as TT somehow decided that distribution is disaster related and keeps blocking efiling, as I have to take extension now, because IRS did not finalize disaster related guidelines.

I had that distribution deleted and re - entered. I had CLEARLY marked that no, distribution is not related to disaster.

The very moment I get to efiling, I am back to the same problem. Marked as disaster, take extension.

Any ideas how to fix this?

[DanaB27]

You will need to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet"  (8915E wks).

 In TurboTax Desktop:

1. Switch to Forms mode on the top
2. Scroll down and select "8915E wks" (can be 8915E-T or 8915E-S)
3. Click "delete" and confirm the deletion
4. Switch to Step-by-Step and run the smart check again

In TurboTax Online:

1. Open or continue your return in TurboTax.
2. In the left menu, select "Tax Tools" and then "Tools".
3. In the pop-up window Tool Center, select "Delete a form".
4. Select "Delete" next to "Qualified 2020 Disaster Retirement Distr" and follow the instructions.

[ukrkoz]

Thank you. I just came from that view. I found that form. Where is Delete button? Silly as it may sound - can't find it. TT Premier for PC. Screenshot would be helpful.

[DoninGA]

@ukrkoz With the form open the Delete Form button is on the bottom left of the opened page.

[DanaB27]

When clicking on the form it will open up on the right side. The delete button will be on the bottom left of the form. 

@ukrkoz 

[ukrkoz]

this starts being annoying. I just deleted the form. It is still showing in final review.

Any thoughts howe to REALLY fix this?

[ukrkoz]

f course, after I deleted the form and confirmed deletion - it still shows in the forms view.

[ukrkoz]

OK, so I finally killed that form.

One, that needs to be deleted, is not 8915F-T. That's the one that shows error message next to it in the forms view.

One that, actually has to be deleted is  one above it - 8915T, and it does not have red ! next to it. Apparently, 8915T contains erroneous 8915F-T in it and, simply deleteing that subfoirm, produces no result.

So delete 8915 T. My return was just transferred, as it should.