2022 Turbotax Form 8915F-T - Cannot e-file

[weirdbaldguy]

I think that it does matter. This discussion references the desktop version.

Putting this in context, @msromike reports that starting a fresh return prevents the errant entry on Form 8915-F Line C.

My speculation is that when I filled out the section of TurboTax for the Disaster Distribution / CARES Act from 2020, I entered "COVID-19" as a response to one of the questions. Remember that I did this BEFORE the March 9th release that allowed us all to file.

Other users report the "Line C should be blank" problem, but have reported an entry in that field like "Coronavirus". Perhaps they also filled out the form prior to the March 9th release.

TurboTax should clear out the entry on Line C when the box nearby (sorry, don't remember the prompt) is checked.

There is a workaround discussed earlier to open the Forms worksheet for 8915-F. It seems that another solution is to restart your return from scratch.

Those filing after March 9th and have not filled out the form prior seem to be immune to the error.

Good fortune to all in your filing adventures.

[msromike]

This has happened to me in the past with the desktop version.  I don't remember the specifics previously, but anytime I play around with a test file while waiting for a core functionality software update of TurboTax, when it DOES get patched I start a new return.  They should program it to fix entries created at any point, but I'm not sure how much dev resources they allocate to per and post patch file compatibility.  To be honest that is a gotcha for all kinds of software, not just this one.

[Amers100]

Sorry if this is a stupid question, but I've never had a return rejected in more than a decade of using TT. If the solution is to delete the return and start over, do I need to pay TT yet again? I already paid ahead of filing the first time.

[FZ2671]

This worked for me on the online version:

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 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.

[FZ2671]

here is solution from @DanaB27 

This worked for me on the online version and my returns were both accepted.  I did the first suggestion and not the second.

Please try these steps to fix the rejection issue:

Suggestion 1:

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.

Suggestion 2:

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.

[chloeprince]

So now they are saying if we can't fix it ourselves, to print the documents out and file manually... WTH?!? I paid for the service to file it!  Look at the email I just got.

[joshua86]

I just posted below on another thread..

Online Version SOLVED:  Mine was also rejected as I had "Coronavirus-Related" in Line C. In order to remove it, follow the instructions below:

1) Go back and Uncheck the Box for Coronavirus, then proceed to the next page where it makes you select the FEMA code

2) SELECT any random FEMA code and continue on

3) I proceeded as if I was going to file (but didn't) and on the last page where it gives you chance to review forms --- review and should now see the FEMA code in Line 3 on Form 8915

4) Now go back to your tax form and revisit the FEMA code, now select the BLANK. Go back and check the BOX

5) Proceed to file but check and confirm Line 3 is now BLANK.. if so... FILE

[tmas74]

I'm using the online version and I was getting the same IRS rejection as others because of Turbotax putting "coronavirus" on Line C of form 8915-F. What I was able to do to fix it...

1. Start that section again and UNCHECK the coronavirus box. Then on the next screen I picked a random disaster and then went through the rest of the questions. 

2. Go back to the beginning and go through the questions again. Leave the coronavirus box unchecked... but instead of picking a random disaster, choose the very top option in the dropdown list which is blank. This will delete the code TurboTax is putting on Line C. 

3. Go back to the beginning and go through the questions again but this time check the coronavirus box. 

I was able to submit to the IRS after doing this. I just got an email that it was accepted. 

[msromike]

They just gave you detailed step by step instructions of how to correct it.  Here in the forum we have given detailed step by step instructions of how to fix it.

Then as a last resort they told you what to do if you were unable to fix it using the detailed instructions.  Print it and mail it.

What more could you possibly expect?  Not to be a smartass but they can't edit the form for you.  If you are so upset with Intuit that you can't think straight then whose problem is that?

[chloeprince]

YES! It worked!

Thank you tmas74

I followed your instruction exactly and it cleared the issue, and I was able to file!

[DaveF1006]

 This is a solution for all of you to try that is suggested by DanaB127 in her turbo tax post. 

 Open your TurboTax Account/product

1. Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals 
2. Enter your 1099R
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. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
7. On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back" 
8. 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.  If in Turbo Tax online,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" 
5.  If using software, go to the forms mode, select Form 8915-F and select delete form at the bottom
6.  Now go to Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals and enter your 1099R.
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.

In answer to Amers100 question, no you will not need to pay for the product again if you clear and start over.`Try this solution first however to see if this works

[Alexjones1982]

Thank you it worked!!

[Amers100]

That seems to do the trick @tmas74! It cleared the N/A and I was able to resubmit. Here's hoping it get's accepted. Thanks!

[NE2KC]

OMG... this took it off... I tried everything else.  I will see if they accept it now

[NE2KC]

Federal accepted my return.... thanks for the tip !