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Level 4
April 16, 2023
Question

FORM 8915F-T

  • April 16, 2023
  • 1 reply
  • 7 views

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?

    1 reply

    Level 15
    April 16, 2023

    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.
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    ukrkozAuthor
    Level 4
    April 16, 2023

    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
    Level 15
    Level 15
    April 16, 2023

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