Where is the form 8915-f for 2023 filing of 2022 taxes?

[problemswithTT]

We use turbotax for schedule c for multiple single owner businesses. Does taxslayer or hr support these as well as tt?

[jwskrs]

I just tried the most recent suggestions and it still says it requires me to mail my taxes. After 10 years with Turbotax I think I might have to finally go elsewhere. I already paid 300 dollars also AND bought their business CD. What is going on? Why will this not work?> 

[JamesG1]

What issues are you seeing?

To be able to electronically file, there is a workaround concerning checking the box If this was a Coronavirus-related distribution reported in 2020, check here at the screen Did you take a 2020 Qualified Disaster Distribution?  

Please see @DataB27's explanation here and also above.

Are you reporting the third year of a 2020 Qualified Disaster Distribution or something else?

If you are reporting the third year of a Qualified Disaster Distribution, you will report 1/3 of the 2020 distribution.  Follow these steps to the screen Did You Take a 2020 Qualified Disaster Distribution:

• Down the left side of the screen, click on Federal.
• Down the left side of the screen, click on Wages & Income.
• Click Edit / Add to the right of IRA, 401(k), Pension Plan Withdrawals.
• At the screen Here's your 1099-R info, click Continue.
• Continue to the screen Did You Take a 2020 Qualified Disaster Distribution.

If you are reporting the third year of a Qualified Disaster Distribution, you will report 1/3 of the distribution:

• on lines 11 and 13 for retirement plans (other than IRA's) or
• on lines 22 and 24 for traditional, SEP, SIMPLE and Roth IRA's?

Let us know if this worked for you @JamesG1.

@jwskrs 

[Stoney09]

Did anyone here receive a DDD after filling since we all were rejected? I think we are all going to be under review from the IRS because of this.

[JGF22]

Did the fix and got accepted instantly. HOWEVER, I am still waiting for APPROVAL. It's been 12 days accepted and I have never waited this long for approval. Only one person has posted that they were approved and received their refund. I wish there were more posters to assure that we will not be surprised by an IRS delay due to TT's error.

[Stoney09]

Yes usually by now I'm approved as well but now I'm nervous we're going to all be delayed because of this. 😡

[HopeS]

Since Form 8915-F is approved by the IRS for e-filing, this particular Form should not cause a delay in your refund.

Some tax returns take longer to process than others for many reasons, including when a return:

• Is incomplete
• Needs further review in general
• Is affected by identity theft or fraud
• Includes a claim filed for an Earned Income Tax Credit or an Additional Child Tax Credit

You can also track your refund by calling the IRS between 7 AM -7 PM EST if your refund is significantly delayed. The telephone is 1800-829-1040.

You can check your refund status using this link:

Check your refund

@Stoney09 

@JGF22 

[CJ136]

Once I got the form corrected and refiled my return was accepted within an hour, my refund was processed and deposited in my account exactly 1 week later.

[Stoney09]

It's not significantly delayed. But it is later than usual because of the glitch TurboTax had for this form which caused a lot of people to be rejected. And then had to correct. So that's why I asked with the rejection are we going to be reviewed and delayed for something not our fault.

[CaptainAloha808]

Even if you follow the latest instructions, it doesn't seem like you are actually filling out form 8915-F for 2022.  It asks you to confirm the amount in your 2021 Form 8915-F.  But when you come back out to your income page, it still shows 0 (zero) for an amount for 2022 401K/Retirement, etc.  I would have assumed it would at least show the 1/3rd amount for 2022.

I did try to use H&R Block, but when I try to complete the retirement part, it says I need to work with an actual agent and cannot continue electronically on my own.  So I don't know how people are using HR Block.

[HopeS]

When you e-file, it typically takes 24 to 48 hours for the IRS to accept your return. Once your return is accepted, you are on the IRS' refund timetable.

The Form 8915-F should not delay your refund once your efiled return is accepted by the IRS.

See additional information in the link below:

IRS Timetable

@Stoney09 

[Edited 3/27/2023| 3:35PST] @Stoney09

[defray]

Have never waited this long either to get approved. Shaking my head.

[Stoney09]

The TT employee can say what they want the rejection affected our timely refund

[joshgoldstein201]

H&R Block worked just fine. I'm going to use it going forward.

[JGF22]

Still no approval, six days till the 21 day mile mark