Unable to e-file tax returns

Forum|Forum|3 years ago
April 3, 2023
11 replies
91 views

Greetings,

I am getting this message:

Form 8915F-T: ou indicated that there were retirement distributions received in 2022 related to a disaster that occured in 2021 or 2022. It requires Part I of Form 8915-F which had not been finalized yet. Do no file this part of the calculation is finalized in the upcoming release.

I updated the Turbo tax software (Turbo Tax Deluxe 2022) today. From your website, it appears that the form is available within the software for both.

I was able to bypass this error, meaning there was no hard stop, and make my payment but the software is not allowing me to e-file my Federal and state returns. Can you please help me resolve this?

TurboTax Deluxe Online

DoninGA

Level 15

Go back to the Retirement Income section for the Form 1099-R and on the screen where you were asked if you took a distribution in 2021 due to a non-Covid disaster, answer No.

See if this will now allow you to e-file the 2022 tax return.

AnnaMSilAuthor

Level 2

Greetings,

I could not see in the program where this entry is. I reviewed the Wages and Income section and could not find the wording you pointed out. Could you please provide this to me.

Thanks

DoninGA

Level 15

@AnnaMSil wrote:

Greetings,

I could not see in the program where this entry is. I reviewed the Wages and Income section and could not find the wording you pointed out. Could you please provide this to me.

Thanks

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

No I did not receive any

Level 2

No I did not receive any distribution related to disaster

Green Bamboo

Level 2

I had the same problem. I clicked button "form" (right hand corner on top), I searched for 8915 F-Form, above is an old form: 8915 E. You uncheck the box "yes" or "no" (depends on your tax situation). Mine I unchecked the "yes" box because I did not withdraw any IRA money from my IRA account for qualified disaster withdraw reason. Voila! No more error when I reran the Smart Check. Hope it helps.