2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

[hoppertd]

I am using the desktop version of Turbo Tax Deluxe 2024.  I did the manual update as you suggested.  It did not work.  After the update complete a message box came up that said "This program might not have installed correctly" and 2 options:

1 Install using compatibility settings.  

2. This program installed correctly

 I checked see if the program was working. It was not. So I installed again using compatibility settings.  That still did not fix the issue.  This is an apparently a bug in your software.  Please get this corrected. 

The Computer is a Dell Precision 3460 Running Windows Professional 11 Version 23H2.  Core I7-12700, 32GB RAM.   OS build 22631.4860

[MamaK17]

It kept it selected in the lower document that appears below. And in the review it had the correct amount of distribution received for the 2024 tax year. 

[georgejur]

Please explain in detail what you mean if you've found a fix or work around. Thank you

[MamaK17]

When you do the review and it comes up with the message saying “we can’t file your taxes just yet” - right underneath that is a box that is checked that says QD 2024. Uncheck that box. And it will let you finish up. When I scrolled down to the other form below that has the circles next to 2023 and 2024, it will still show that 2024 is selected, which indicates they are still getting the accurate information that the distribution year was 2024, not 2023. 

[Belugs]

If this is really a fix, then shouldn't Turbo Tax automatically include form 8915F in your return? when i look at the list of forms included in my return, form 8915F is still missing meaning the IRS is not getting the complete info. I thought form 8915 MUST be filed if a distribution is taken. Can someone from TurboTax please confirm that this fix is risk free.

[hoppertd]

@MarilynG1 

This is still not working in the Desktop version even after today's update. When are you going to get this corrected?  I have tried the manual update and no that does not work. 

[slickshoes182]

@DanaB27 

@MarilynG1 

Help please!

I updated today (2/27/2025) and now the 2024 Qualified Disaster Retirement Plan Distribution question (which said the capability to enter the data soon) is gone! Only 2021, 2022, 2023 are mentioned and we don't even get the coming soon message!

The program is actually regressing in capability!!

The 8915-F form has been showing as available on TurboTax's website for a while now. Please elevate this issue, it seems to have fallen off the software team's radar!!

[georgejur]

Turbo Tax has rested on its laurels too long now.  This company is nothing more than a corporate machine thats lost touch with the customers  who have been with them from the start. Customers like myself.  Tomorrow is March 1st and since I've posted this issue, not a single Turbo Tax expert has addressed it.  2024 was a year of significant natural disasters. Get it together Turbo Tax. You owe your customers both an apology and a refund for a sub standard product and nonexistent customer service. 

[erindenard]

I've been trying unsuccessfully for over a month. I also tried the work around of unchecking a box and it just keeps bumping me back to that page to resolve it. I desperately need to finalize my tax return. 

[LT66]

When are these forms going to be available? This is ridiculous, this is the last time I'm filling with TurboTax. This same thing happened last year!!!!!

[LT66]

Its ridiculous!!! Forms are not rocket science...

[LT66]

I agree, never again!! If they are not available by March 1, 2025 I will file my taxes elsewhere!!

[LT66]

run an update? Either you have the forms or you don't! Which is it?

[atm94]

Pretty much a steaming pile of hot garbage. I took a distribution after Hurricane Beryl, and now I can't file. Why doesn't TT pay any attention? I've been filing with them for 25+ years.

[CatinaT1 · Accepted solution]

This is scheduled to be resolved by the end of this week.