Stuck in a LOOP of "Fix my return". It keeps taking me to the Disaster Distribution. It's not telling me what to do there? I checked and uncheck the box but nothing.

[JamesG1]

If the form re-generates, that means that there is an entry in the software that needs to be removed or changed.

If this is the case, return back to the point in the software where the question that populates the form is asked.

If you are using TurboTax Online, please try the following steps to see if the error message will clear:

• Go to Federal on the left side of the screen
• Go to Wages & Income on the left side of the screen
• Scroll to the bottom of the section without making any changes and click Done with Income or Wrap Up Income
• Continue moving forward until you see a question about whether you took a disaster distribution in 2020 and select 'No'
• Run the Federal Review again to see if the error has cleared.

@hollymolly123 

[hollymolly123]

I did, but still 8915F is linked as not Done causing the error.  My 1099R box 7 codes are given as 8, J. Is this causing the problem, I wonder?

[DanaB27]

No, your Form 1099-R with codes 8 and J shouldn't be causing an issue. 

To verify, did you delete both "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and didn't take any disaster distribution in 2022 or prior to 2022?

Please follow these steps 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, 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 "No" to the "Have you ever taken a disaster distribution before 2022?" screen

In TurboTax Desktop 

1. Click on Forms at the top
2. Select "Form 8915-F" and then  click "delete" at the bottom
3. Select "Form 8915E Wks" and then click "delete" at the bottom
4. Click on "Step-by-Step"
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  "Your 1099-R Entries" screen)
8. Answer "No" to the "Have you ever taken a disaster distribution before 2022?" screen

Please also verify that you didn't accidentally select that your Form 1099-R with codes 8 and J was a disaster distribution:

1. Click on the "Search" on the top and type “1099-R”  
2. Click on “Jump to 1099-R” 
3. “Review your 1099-R info​​​​​​​” screen click edit and review your entries and follow-up questions.

@hollymolly123 

[hollymolly123]

Thanks @DanaB27 ,  this is resolved. 

This is what I did and it cleared the error: 

- Select "Form 8915E Wks"

- Uncheck box C (it was checked), "if you received any distribution in 2022 related to a disaster that occurred in 2021 or 2022. Check this box." 

After unchecking this, the error was gone so are the forms. 

I did not even have to delete the forms, 8915-F or 8915E Wks.   

Thanks @DanaB27 again. 

[hollymolly123]

On the Turbotax desktop instruction above by @DanaB27, 3. is the key to resolve 1099-R error not related to disaster related distribution. 

I would like to "Mark as best Answer" for @DanaB27 .

Unchecking the questions in the work sheet, Form 8915E Wks, fixed the error on Form 8915-F.  

Selecting "No" to the disaster related distribution question did not. 

I would like to report this to TurboTax.  As a user when we answer No to the question, the user assumes that the No is taken. 

.

[ninaor3]

Hi! I am still having this issue for my 2022 tax returns. I keep pressing “no” but the form keeps showing up and I get an error. How can this be fixed??? I already paid for the desktop version and I’m frustrated.

[hollymolly123]

Hi @ninaor3,

This is what I did: 
- Click Forms and find Form 8915E Wks

- Select "Form 8915E Wks"

- Uncheck box C (it was checked), "if you received any distribution in 2022 related to a disaster that occurred in 2021 or 2022. Check this box."

After unchecking this, the error was gone so are the forms.  

[tggrinshpon]

Apparently selected 'NO' mark for disaster is disappearing in both locations  and smart check show error again

[KatrinaLO]

Were you able to delete the form? Please see this TurboTax FAQ for assistance in deleting your 8915E form. 

You may need to contact customer service directly for assistance. Please see the following information here for more details.

@tggrinshpon 

[hollymolly123]

Hi  @tggrinshpon and @KatrinaLO, 

Selecting "No" to the questions did not work for me, either.  

========================================================

- Go to Forms and search for "8915E Wks " (this is Form 8915F worksheet, not the Form8915)

- See if there were any boxes checked.  If you see boxes checked on "...... related to disaster.... , uncheck these boxes. 

- After this I did see the Form8915F.  And the SmartCheck cleared the error. 

========================================================

In my case,  I saw a box checked on "if you received any distribution in 2022 related to a disaster that occurred in 2021 or 2022. Check this box."

[hollymolly123]

@KatrinaLO and @tggrinshpon, 

A correction, I meant to state,  "After this I did not see the Form8915F"

[Sistermona]

I am stuck also I marked No on both questions but it will not let me go any further because of the Form 8915-F 

It is a bit annoying because its the only issue that needs review and it wont let me get past it. So what do I do now. I have don every step that has been stated and still the same issue!! Really not happy about it either this it's been two weeks of trying to get past it already!  Help Please

[tggrinshpon]

Solution to this problem is an easy task

On a top of the screen chose 'forms' scroll down to form 8915-E click on it 

look for disaster mark and remove it by clearing.

[jccabezas]

I have tried the steps outlined in the answer and the issue persists.  I even deleted the 1099-R and then re-entered it from scratch.  I answered the question about if the retirement distributions received in 2022 were due to a disaster in 2021 or 2022 as NO, but I still get the error.  Is there another procedure that I can follow or is there a technical issue with TurboTax?  Thank you!

[jccabezas]

I've read several procedures to fix this problem.  None worked for me.  However, this one works and it's very easy to implement.  Thank you!