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Level 2

Question

Return Rejected, Reject Code: /Return/ReturnData/IRS8915F/FEMADisasterDeclarationNum

Forum|Forum|3 years ago
March 10, 2023
5 replies
35 views

This is the full message. I am not able to go back into the 8915-F and correct this according to the message below. Can anyone help?

This return cannot be electronically filed due to invalid information on Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments. Print your return and review information that appears on Form 8915-F: - If there is a FEMA number listed on line C, it must be a valid. federally declared disaster n number, and it must be formatted as XX-NNNN-ST, where XX is either DR or EM, NNNN is a four digit number, and ST is a valid state abbreviation. - If box D is checked, no FEMA number should be listed on line C. If corrections are needed, go to Federal Taxes / Income, then scroll down to the section on Retirement, and select the 1099-R topic. If you have 1099-R entries, go to the end of the 1099-R summary, and select Continue. If you do not have any 1099-R entries for the current year, answer no when you see the question, Did you receive any 1099-R Forms? Then click continue. Follow the steps below to correct invalid information: 1) Answer on-screen questions until you get to the screen. "Did You take a 2020 Qualified Disaster Distribution?" 2) Mark the yes box at the top of the screen. 3) If you need to correct the FEMA Number that appears on Form 8915-F, line C, you must clear the checkbox labeled "If this was a Coronavirus-related distribution reported in 2020 check here". Then proceed to the next screen, where you can select a valid FEMA number. Click continue. If you need to clear the FEMA Number, go back and select the blank entry at the top of the FEMA dropdown list. 4) If necessary, go back to the screen in step 1, and check the box to indicate that this was a Coronavirus-related distribution. After making corrections, print for 8915-F and review information on lines C and D. Review for errors and re-submit the return for electronic filing. If the reject continues, you will need to print and file the return by mail.

TurboTax Premier Online

cbriscoe72

Level 2

I have followed the same fix instructions and the Coronavirus continues to populate on Line C. I went back and looked at 2021 and it did the same thing yet wasn't rejected.

jyounesAuthor

Level 2

Same...

DanaB27

Level 15

Please try these steps to fix the rejection issue:

Login to your TurboTax Account
Click on the "Search" on the top and type “1099-R”
Click on “Jump to 1099-R”
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)
Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back"
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:

Open or continue your return in TurboTax.
In the left menu, select "Tax Tools" and then "Tools".
In the pop-up window Tool Center, select "Delete a form".
Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
Click on the "Search" on the top and type “1099-R”
Click on “Jump to 1099-R”
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)
Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
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.

@jyounes

@cbriscoe72

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

Mutongoria

Level 2

The delete option worked for me.

Rmh122597

Level 2

same rejection. I love that it tells you to correct it but the program doesn't allow for the manual corrections it is telling you to make.

kobels

Level 2

same

Vanessa A

Level 15

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

Sign into your online account.

Locate the Tax Tools on the left-hand side of the screen.

A drop-down will appear. Select Tools

On the pop-up screen, click on “Share my file with agent.”

This will generate a message that a diagnostic file gets sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

Open your return.

Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent”

This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.

Please provide the Token Number that was generated in the response.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

kobels

Level 2

i have the token number

JFMcCune

Level 2

On the top black ribbon, click “View”.

In the dropdown, click “Forms”.

Scroll down the left column, click “8915?-T Wks” (not “Form 8915?-T”), where “?” is your Form based on your original filing (likely “E”, “F”, or “G”).

At the top of the worksheet you will see “A FEMA Disaster number” and the value “Coronavirus”, and “B Coronavirus-related distributions” with the boxed checked (“X”).

Place your cursor in the box with the value “Coronavirus” and backspace to erase that value.

You can click in the left column on “Form 8915?-T”. “C FEMA number (1)” should now be blank, and “D” should have a checked box.

You will need to do the same for “8915?-S Wks” and “Form 8915?-S” if your spouse also has/had the Qualified Disaster Retirement Plan Distribution and Repayments.

On the black ribbon you can then click “View”.

In the dropdown, click “Step-by-Step” to return to the interview process and ultimately file your return.