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New Member
posted Apr 16, 2023 3:58:24 PM

What is this 8915f-t rule??I cant file my taxes. I,ve spend hours trying to use this program?? Help!!!i

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1 Best answer
Expert Alumni
Apr 17, 2023 6:19:27 AM

If you didn't take any disaster distributions then you will need to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet"  (8915E wks) to remove Form 8915-F.

 

 In TurboTax Desktop:

 

  1. Switch to Forms mode on the top
  2. Scroll down and select "8915E wks" (can be 8915E-T or 8915E-S)
  3. Click "delete" on the bottom and confirm the deletion
  4. Switch to Step-by-Step and run the smart check again

 

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 "Qualified 2020 Disaster Retirement Distr" and follow the instructions.

 

@robert1564 

3 Replies
New Member
Apr 16, 2023 4:08:13 PM

First, I do not understand the rules for taking a retirement distribution subject to a disaster declaration. I mistakenly marked yes, then tried to correct it during the final review. I even deleted the 1099-R that I made that mistake on and re-entered it, making sure I marked no on the question about any disaster declaration. Spoke with a representative of Turbo Tax, guided me to click on forms at top right. List of forms appears to the left. At the bottom delete the two forms referencing 8915-F. It allowed me to file.

Expert Alumni
Apr 17, 2023 6:19:27 AM

If you didn't take any disaster distributions then you will need to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet"  (8915E wks) to remove Form 8915-F.

 

 In TurboTax Desktop:

 

  1. Switch to Forms mode on the top
  2. Scroll down and select "8915E wks" (can be 8915E-T or 8915E-S)
  3. Click "delete" on the bottom and confirm the deletion
  4. Switch to Step-by-Step and run the smart check again

 

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 "Qualified 2020 Disaster Retirement Distr" and follow the instructions.

 

@robert1564 

New Member
Apr 17, 2023 5:16:03 PM

Wow!!  Dana, Thank you so much for answer! You have made my day, week , month etc...! This was the exact step by step instructions I needed...You are truly a Tax Expert and a great human!!! Thanks again