I e-filed and federal rejected my return bc of the 8915F form for Cares Act early withdrawal. Now it doesn’t help me fix whatever is wrong. Anyone else have this happen?

[DanaB27]

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.

Please let me know if this worked for you.

[Ghardy2574]

Same thing happened to me, from what I can tell they left the word “Covid-19” off of form 8915-f as reason for distribution. I have no clue how to fix, pretty sure it’s turbo taxes way of getting more folks signed up for the premium tax filing package. I’ve used them for a decade now and thinking I’ll do something different next year. 

[AliciaP1]

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.

@Ghardy2574 

[matimi80]

Same thing happened to me. I already paid for web TurboTax filing but ended up getting a desktop TurboTax which cost me additional $50, but seemed to be the only way to remove the word “Covid 19” manually from the worksheet other than printing the forms out and mailing them. Worked like a charm though. I removed it, resubmitted and my returns were accepted by both IRS and NY State within minutes. Shame on you TurboTax. It’s March 11th and the worksheet is still incorrect. Unacceptable!

[AmyBuch]

I deleted the 8915-F and started over then it was accepted. 

[AmyBuch]

Deleting the 8915F and then going back and redoing it worked. It was accepted after I did. Thank you

[MoniqueLO_]

Thank you for the update! We are glad your tax return has been accepted. 

@AmyBuch 

[ttxjdsdms]

This did not work for me. My 8915F looks exactly as it did in 2021 but is still getting rejected.

[MoniqueLO_]

Did you try the solutions from Tax Expert, DanaB27 in this discussion thread to fix Form 8915-F rejection code? If you did and your return is still getting rejected, please let us know so we can further assist you. 

@ttxjdsdms 

[ttxjdsdms]

Hi, yes, I tried both sets of instructions (second being delete the form and re-input the data). Still getting rejected.

[TiffanyL]

@ttxjdsdms 

If you have tried fixing the error and are still having your tax return rejected, you can print your return and file by mail.

[habos7]

mine is not being rejected i havent gone through with the file yet  because it doesnt seem to be calculating the additional money i owe for the 3rd installment ....after reading about all the rejections im terrified of filing until its fixed   and because it is the same amount due after the 3/9 notice of availability its obviously NOT seeing the form....

[JamesG1]

IRS form 8915-F should be available for electronic filing.  

Are you simply reporting the third year of a 2020 Qualified Disaster Distribution or something else?  Did you make any repayments?  Did you have other disaster distributions for other years?

If you are reporting the third year of a Qualified Disaster Distribution, you will report 1/3 of the 2020 distribution.  In TurboTax Online, follow these steps to the screen Did You Take a 2020 Qualified Disaster Distribution:

• Down the left side of the screen, click on Federal.
• Down the left side of the screen, click on Wages & Income.
• Click Edit / Add to the right of IRA, 401(k), Pension Plan Withdrawals.
• At the screen Here's your 1099-R info, click Continue.
• Continue to the screen Did You Take a 2020 Qualified Disaster Distribution.

If you are reporting the third year of a Qualified Disaster Distribution, you will report 1/3 of the distribution:

• on lines 11 and 13 for retirement plans (other than IRA's) or
• on lines 22 and 24 for traditional, SEP, SIMPLE and Roth IRA's?

If you reported $1,000 on lines 11 and 13 of the screen Did you take a 2020 Qualified Disaster Distribution?,  IRS form 8915-F would look like this. $1,000  would be reported on line 5b of the Federal 1040 tax return.

If you reported $2,000 on lines 22 and 24 of the screen Did you take a 2020 Qualified Disaster Distribution?,  IRS form 8915-F would look like this. $2,000  would be reported on line 4b of the Federal 1040 tax return.

To be able to electronically file, there is a workaround concerning checking the box If this was a Coronavirus-related distribution reported in 2020, check here at the screen Did you take a 2020 Qualified Disaster Distribution. 

Please see @DataB27's explanation here. 

@habos7 

[ttxjdsdms]

Thanks JamesG1. This time it worked!