Turbo tax says i have form 8915A or B, which i don't have any it won't let me e-file. what do i do?

[hfbmcf1]

I don't have a 8915A but turbo tax says I do. How do i get it to understand. We were not involved in any disaster

[GiseleD]

It sounds like you may have accidentally added this form. The best way to rectify this to delete the form.

See the original article here, or read on:

Here's the general procedure for viewing the forms list and deleting unwanted forms, schedules, and worksheets 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, choose Delete a form.
4. Select Delete next to the form/schedule/worksheet in the list and follow the instructions.

[ivory6933]

I dont have this deduction, but it keeps adding the page,  I have deleted this form 20 times, does not show on tools, but it is there in print?  I dont understand why it keeps adding the page with arbitrary numbes

[TeresaM]

If you took a retirement distribution in a prior year and elected tor repay it over three years, the form will transfer in from last year's information.

If this is the case, to clarify, we would like to take a deeper look at this. It would help to have a diagnostic file, which is a sanitized copy of your tax return that has all of your personal information removed but has all of the forms and numbers entered. You can send one to us by following the directions below and posting the token number here so we can access the sanitized return.

 TurboTax Online:

1. Sign in to your online account
2. Click on Tax Tools on the left toolbar
3. Select Tools
4. In the pop-up screen, click on "Share my file with agent"
5. Click OK on the message that a diagnostic file will be sanitized and transmitted to us
6. Please post the Token Number

TurboTax Desktop/Download Versions:

1. Open your return
2. Click the Online tab in the top menu bar
3. Select "Send Tax File to Agent"
4. Click Send on the message, and the tax file will be sanitized and transmitted to us
5. Please post the Token Number

[ivory6933]

Reference #944935

[TeresaM]

Thank you for providing the token. I looked into the return and indeed, I do not see any version of Form 8915 but it did give that message during Review.  We will be looking into this behavior and let you know what we find.

[Edited 3/4/22 7:09 pm PST for status]

[ivory6933]

Reference #945142.  I deleted the recommended forms and I still get the error of needing the 8915A form and state I cannot e-file

[TeresaM]

Thank you for sharing this information. Our team is working to resolve a situation where there is a message in Review that Form 8915-A is not ready but this form is not in the return.  We apologize for any inconvenience this has caused and are working to correct this.

Please see this TurboTax Help article which has a link to sign up for updates. Notifications Form 8915-A

[ivory6933]

I deleted the generated form, because it was not needed, but I still get the error and I have deleted every form and worksheet your tech tech team has advised.  I have cleared cache and history from computer and have restarted my computer multiple times.  Why can't I e-file yet.  I dont need this form - why is stating I have to mail my return due to having this form.  I deleted it like the help page stated, that it would fix the problem.  I have been done with my taxes for 6 weeks, but still cannot file

[DoninGA]

@ivory6933 This is a known problem.  See this TurboTax support FAQ - https://ttlc.intuit.com/community/electronic-filing/help/why-is-form-8915a-t-preventing-me-from-e-fi...

[Critter-3]

@ivory6933 

Did you have a covid distribution last year from a 401K or IRA and choose to pay the taxes over a 3 year period ?   Look at your 2020 return ... do you have an 8915-E form in the return ?  

[ivory6933]

No, I did not

[hawthorne-locket]

Having the exact same issue. Spent 5 hours on the phone with 3 different reps. Last rep tried to gaslight me and say my normal contribution to my roth counted as emergency withdrawal. (The reps supervisor who of course wouldn't get on the phone themselves) The form is not listed to delete. It just shows up tacked on when you look a the printed forms. 2nd rep escalated the issue but then I get an email saying case is closed. Of all the years I've spent with TT this may very well be my last. 

[hawthorne-locket]

Token 948763  A previous rep has said this has been escalated. If there are any notes from these reps on my account I would like to see them since 3 reps have looked into this and no one has followed up.

[DoninGA]

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@hawthorne-locket wrote:

Token 948763  A previous rep has said this has been escalated. If there are any notes from these reps on my account I would like to see them since 3 reps have looked into this and no one has followed up.

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This is a known problem.  See this TurboTax support FAQ - https://ttlc.intuit.com/community/electronic-filing/help/why-is-form-8915a-t-preventing-me-from-e-fi...