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20 replies

MaryK4
Alumni - Intuit
Apr 8, 2021 1:47 AM UTC

You use Form 8915-A if you were adversely affected by a 2016 disaster and you received a distribution that qualifies for favorable tax treatment.  

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Level 2
Apr 9, 2021 4:49 PM UTC

We were not affected by any disaster in 2016 so why are we having to wait for forms 8915A-T and 8915A-S?  Can we bypass this?

 

Alumni - Intuit
Apr 11, 2021 2:26 PM UTC

Taxpayers use Form 8915-A if they were adversely affected by a 2016 disaster and you received a distribution that qualifies for favorable tax treatment.

If that does not apply to you, follow the instructions below to delete the form:

  1. Sign in to TurboTax, and select the Take me to my return button.
  2. In the left sidebar, select Tax Tools> Tools.
  3. In the pop-up window Tool Center, select Delete a form.
  4. Select Delete next to the form/schedule/worksheet and follow the onscreen instructions.

 

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Level 2
Feb 28, 2022 5:03 PM UTC

I don't have form 8915a in my tax forms to delete now what

BrandiLO1
Level 7
Mar 1, 2022 12:05 AM UTC

Are you getting a message that you need to delete form 8915a? Would you mind providing a few more details specifically related to what you need assistance with @Shockley 10 [edited 2/28/2022]

Level 2
Mar 1, 2022 3:54 PM UTC

I am trying to complete my taxes have gone backs looked at all my forms that have been filled out   When you get to the end it says firm8915a-t will be ready soon every one says delete it but it’s not in my Forms to delete 

Level 2
Mar 8, 2022 6:49 PM UTC

I was not affected by a 2016 disaster and for some reason it generated this form in my 2021 tax return, which is preventing me from e-filing. On the form, it's pulling a number from my 2019 filing. When I check my 2019 filed return, there's not a form 8915-A there. When I go to tools and try to delete the form, it's not listed either, but it's clearly in my 2021 copy of my tax return (which it still won't let me e-file)!!! Can someone find out why this is generated? It has something to do with retirement distribution. I've always answered "no" when asked if I've taken qualified disaster in previous years!!!

DoninGA
Level 15
Level 15
Mar 8, 2022 6:51 PM UTC

@rterrell73 wrote:

I was not affected by a 2016 disaster and for some reason it generated this form in my 2021 tax return, which is preventing me from e-filing. On the form, it's pulling a number from my 2019 filing. When I check my 2019 filed return, there's not a form 8915-A there. When I go to tools and try to delete the form, it's not listed either, but it's clearly in my 2021 copy of my tax return (which it still won't let me e-file)!!! Can someone find out why this is generated? It has something to do with retirement distribution. I've always answered "no" when asked if I've taken qualified disaster in previous years!!!


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-filing/00/2522907

Mar 9, 2022 5:21 PM UTC

It is for people who applied or received a tax break for a 2016 Disaster. Turbo Tax has a KNOWN issue with this form randomly attaching to returns regardless that they answered the question "NO". This is known to the Tech Dept but they continue to allow people to complete the return, pay their fee for service, then 'Wham' them that they cannot file by e-file!!! Once paid for it cannot be deleted or corrected and several reps have spent hours and hours having to tell customers there is nothing they can do. This is unconscionable conduct by Turbo Tax/Intuit and their system should be un-available (suffering the loss of revenues) until this is resolved.

Mar 13, 2022 2:17 AM UTC

UPDATE: After several attempts by the Resolution Dept Supervisors to correct this issue I have been advised that it cannot be corrected. IT are 'working' on it but the form stays attached even after being deleted and re-running the application. There is no time frame for a correction either so I a not taking a chance that it will be ready by the deadline. NOTE: I went to the H&R Block online system and had no problem at all, plus it was 1/2 the cost of Turbo Tax to file Federal & State electronically.