Is Form 8915-F available for tax year 2022 in TurboTax?

[misseecarol]

I’m sorry you’re going through that. It’s so wrong. TT needs to be reported to BBB and the states AG division for deceptive practices, honestly. 

have you read this chat for a fix? I used this fix and it worked. I backed out of the C19 disaster and unchecked it. Next, went and chose ‘blank” for disaster type. Then went back and rechecked C19 and then made certain disaster type was still blank. It was. That did it. My return was accepted and after three weeks approved. Good luck and don’t pay any additional money to TR. You paid for the service already. 

[Phoenix10]

I just tried to file with form 8915-F and it still shows not finanlized.  Is there something i need to do?

[CatinaT1]

Try clearing your cache and cookies and see if that saves the problem. I'm including the workaround instructions too, in case you need them.

Here is a workaround provided by expert DanaB27 that is working- 

Be sure to follow the instructions carefully. Try both options if necessary.

Please try these steps to fix the rejection issue:

1. Login to your TurboTax Account 
2. Click on the "Search" on the top and type “1099-R”  
3. Click on “Jump to 1099-R” 
4. If you do not have any 2022 1099-R, answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R, then enter all 1099-R and after entering your last 1099-R, click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
8. On the "Which disaster affected you in 2020?" screen, I selected the blank entry and clicked "back" 
9. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and continue.

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

1. Open or continue your return in TurboTax.
2. Select "Tax Tools" and then "Tools" in the left menu.
3. In the pop-up window Tool Center, select "Delete a form".
4. Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
5. Click on the "Search" on the top and type “1099-R”  
6. Click on “Jump to 1099-R” 
7. If you do not have any 2022 1099-R, answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R, then enter all 1099-R, and after entering your last 1099-R, click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
8. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
10. Check the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and enter your information.

Please let us know if this works for you.

[Mind your own business]

WHERE is it? I used ttx both in 2020 and 2021 and it was there but it's not appearing for 2022 and you can "find" individual forms anymore. Not a FAN ANY MORE

[HopeS]

If you took the COVID relief IRA Distribution in 2020, then the Form 8915 information should be rolling forward. Please make sure you are using the same logging information and not creating a new profile for 2022. 

Before, logging into your TurboTax account, clear your Cache by clicking Here then follow the steps below posted by @DanaB27

1. Login to your TurboTax Account 
2. Click on the "Search" on the top and type “1099-R”  
3. Click on “Jump to 1099-R” 
4. If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click Continue
8. On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back" 
9. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and continue.

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

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 "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
5. Click on the "Search" on the top and type “1099-R”  
6. Click on “Jump to 1099-R” 
7. If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
8. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
10. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

See the Link Below for Additional Information:

Form 8915-F

[Phoenix10]

Thank you!! 

Yes it finally worked and was able to efile after waiting for 1 month.  i should've asked earlier but thought it was not finalized.  the message should say something else 

   i deleted the form and reentered it then when i went to send i got the error  message about capital gains so entered zero for that quesiton and it worked.  i was sooo shocked it actually worked. 

[Crpal]

Trying to file now and I can’t because form not available 

[CatinaT1]

Have you tried these options?

Here is a workaround provided by expert DanaB27 that is working-  

Be sure to follow the instructions carefully. Try both options if necessary. 

Please try these steps to fix the issue: 

Login to your TurboTax Account  

Click on the "Search" on the top and type “1099-R”   

Click on “Jump to 1099-R”  

If you do not have any 2022 1099-R, answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R, then enter all 1099-R and after entering your last 1099-R, click "Continue" on the “Review your 1099-R info ” screen) 

Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen 

Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?" 

Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue 

On the "Which disaster affected you in 2020?" screen, I selected the blank entry and clicked "back"  

Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and continue. 

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information: 

Open or continue your return in TurboTax. 

Select "Tax Tools" and then "Tools" in the left menu. 

In the pop-up window Tool Center, select "Delete a form". 

Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions. 

Click on the "Search" on the top and type “1099-R”   

Click on “Jump to 1099-R”  

If you do not have any 2022 1099-R, answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R, then enter all 1099-R, and after entering your last 1099-R, click "Continue" on the “Review your 1099-R info ” screen) 

Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen 

Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?" 

Check the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and enter your information. 

Please let us know if this works for you. 

[Crpal]

No did not.  Attached pics

[HopeS]

As mentioned by @Catina1 Form 8915-F is available.

Please follow the steps below:

1. Login to your TurboTax Account
2. Click on the "Search" on the top and type “1099-R”  
3. Click on “Jump to 1099-R” 
4. If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click Continue
8. On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back"
9. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and continue.

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

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 "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.

Before, logging into your TurboTax account, clear your Cache by clicking Here then follow the steps below:

1. Click on the "Search" on the top and type “1099-R”  
2. Click on “Jump to 1099-R” 
3. If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
4. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
5. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
6. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

See the Link Below for Additional Information:

Form 8915-F

@Crpal 

[Niansheng]

My Turbotax 2022 has "Tools". Where is the 'Tax Tools' on the left? Please help

[DoninGA]

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@Niansheng wrote:

My Turbotax 2022 has "Tools". Where is the 'Tax Tools' on the left? Please help

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The answer you are seeing is for the TurboTax online editions.  Apparently you are using one of the desktop editions.  Click on Forms.  When in Forms mode you can select which form or schedule to delete by clicking on it on the left side of the screen.

[Cer1230]

It is April 12th and I’ve yet to be able to file my taxes because of this delay they conveniently have two years in a row.   

[DoninGA]

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@Cer1230 wrote:

It is April 12th and I’ve yet to be able to file my taxes because of this delay they conveniently have two years in a row.   

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Did you read and try any of the answers provided in this thread?  Scroll up

[rsamban]

I am using mac version. The solution did not fix my issue. There is no delete button to delete form 8915F form