TurboTax won't let me file my taxes and keeps telling me to "Check this entry: Federal Information Worksheet: Disaster Distributions" - What is this blocker for?

[jacquieblue2]

I am getting the same message. I did take a distribution in 2020 from my Simple IRA and am over 65, so no early distribution issue, just the tax owed. On form 8915-E, I chose to NOT spread the taxable amount over 3 years but rather pay the required tax in 2020. So why am I still getting this message? The full amount should have been resolved last year!

[JamesG1 · Accepted solution]

Everyone is being asked the question about a disaster distribution.

If you entered any Form 1099-R in your return, you have already seen that question.  There is another question for users who did not enter any Form 1099-R information.

The question in the step-by-step section of your return is located after you enter income and before you enter deductions and credits.  In your tax return, that question may not have been answered or the question has been answered Yes.

If you did not receive such a distribution or if the full distribution has already been taxed, you may mark No.

To return to this question in TurboTax Desktop, follow these steps.  

• Go to Federal Taxes / Wages & Income / I'll choose what I work on.
• Scroll down and click on Done with income.
• Continue moving forward until you see a question about whether you took a disaster distribution in 2020 and answer No.
• Run the Federal Review again to see whether the error has cleared.

@jacquieblue2

[hbroman11]

THIS FIXED IT!! Thank you so much! 

[hbroman11]

This answer fixed it for me! 

https://ttlc.intuit.com/community/taxes/discussion/re-turbotax-won-t-let-me-file-my-taxes-and-keeps-...

[djbrevard636]

Hi Kat,

    I clicked on your link in this post to get notification of when this issue has been resolved, but it doesn't take me to a signup to do so.  Is this no longer suppose to be an issue.  I'm still having it when I try to efile.

Thanks, 

Dan 

[JohnB5677]

Please try doing this as an alternative

Go to Wages & Income

1. Scroll to the bottom of the section without making any changes.
2. Click I'll choose what I work on click Done with Income
3. Continue moving forward until you see a question about whether you took a disaster distribution in 2020 = No

Run the Federal Review again to see if the error has cleared

If you have tried these steps and you did not see a question about the disaster distributions in 2020, then try the steps listed below

Go to Wages & Income

1. Scroll down to "Retirement Plans and Social Security
2. Select IRA, 401(K) Pension Plan Withdrawals(1099-R) = Continue (you don't need to add any income forms)
3. Have you ever taken a disaster distribution before 2021? = Yes
4. Did either of you take a disaster distribution at any time between 2018 and 2022? = No

You should be able to e-file after answering the two disaster distribution questions in this manner.

[jacquieblue2]

@JamesG1 Help, I did what you recommended and now during the review instead of 1 error it shows 5! 

#1) form 1099-R payors zip required?  I assume they're referring to tax year 2020 1099 still because I didn't have one this year should I have to answer this since it was all claimed last year? If not, should I delete the form or enter the payers zip from my 2020 return?

[jacquieblue2]

@JamesG1 Disregard my last inquiry. I completed the form about the 2020 1099R and it finally let me move forward with a clear review. Finally!! Thank You so much for all of your help. I must say this was a very frustrating year using Turbo tax.

[Prestige666]

Do I u have the same problem ? Did u resolve this ! It **bleep**ing nuts 

[hollymolly123]

I did the step-by-step you mentioned for my 2022 tax filing. I have 1099-R distribution not related to a disaster, and clicked No to the question of ".... take a disaster distribution at any time between 2018 and 2021?"

But TurboTax gives an error of Form8915F not done. Please advise to clear this error. 

[DoninGA]

@hollymolly123 Try deleting the 8915-F

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

[hollymolly123]

I tried deleting the form, but that didn't do it. 

[DoninGA]

OK...Go back to the Delete a form section and see if there is a file referencing any type of Disaster distribution and delete it if shown.

[pvz]

Will this problem be fixed before April 18?  I keep checking the no box and it doesn't take.  I can't file my taxes because of this error created by Turbotax.

[Biscuit1111]

I received a 1099-R but the distribution was not a disaster distribution.  When asked "Did you take a disaster distribution....", I clicked NO.   Yet the 8915-F form keeps giving an error.    I tried to delete the form, but it repopulates.   Then I deleted the 1099-R altogether.  But the same error appears even without a 1099-R form.