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Level 2
posted Mar 1, 2023 12:47:08 PM

WHY IS FORM 8915F-T NOT AVAILABLE YET... It continues to get pushed back and the IRS site says its available

0 26 1679
24 Replies
Intuit Alumni
Mar 1, 2023 1:16:48 PM

It appears the Form 8915F is going to be available on March 9, 2023. Please see the Forms Availability Chart in this TurboTax FAQ.  Use Form 8915-F if you were adversely impacted by the coronavirus or affected by a qualified 2020 or later disaster

Level 2
Mar 1, 2023 1:29:37 PM

It has been pushed back 4 times it was suppose to be available on 2/16/23 than 2/24/23 than 3/2/23 now 3/9/2023 and the IRS website says its available so I am wondering why I am having to wait 2 months to file my taxes. I will look to fill somewhere else next year 

 

Intuit Alumni
Mar 2, 2023 10:56:50 AM

It would be necessary to contact Customer Support for an explanation as we do not have access to that information in this public forum. We only have access to form availability information, such as release dates and if the forms are supported through e-file.

@ahopety 
 

Returning Member
Mar 10, 2023 5:27:01 AM

 

This error is not correctable on the software by users, when will this error be corrected in the software?

Expert Alumni
Mar 10, 2023 10:00:00 AM

There are two options to fix your Form 8915-F as outlined by @DanaB27 below:

 

Please try these steps to fix the rejection issue:

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top and type “1099-R”  
  3. Click on “Jump to 1099-R” 
  4. 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)
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
  8. On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back
  9. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and continue.

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

 

  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 "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  10. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

 

See link below for more information:

 

Form 8915-F Resolution

 

@taxslave1234 

Level 2
Mar 10, 2023 10:28:26 AM

It would not do any of that A turbo Tax Representative said I had to mail in my return 

As it is a Corona virus for 2020

 

Expert Alumni
Mar 10, 2023 10:44:37 AM

You do not need to mail in your return.  The error occurs with individuals who have started their return before the form was available.  The form is available now.  The easiest way to fix the error is, as HopeS stated above, and delete the 8915 form and then reenter the form.  I have listed her instructions below:

 

Delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

 

  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 "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  10. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

These steps should allow the rejection to be removed and the return to be e-filed.  If you complete these steps and are still having issues, please respond to this thread.

 

@ahopety 

Level 2
Mar 10, 2023 11:07:28 AM

I was told by someone at turbo tax that I had to mail it in so I put in to mail it can I change it to efile ??

Level 15
Mar 10, 2023 11:09:36 AM


@ahopety wrote:

I was told by someone at turbo tax that I had to mail it in so I put in to mail it can I change it to efile ??


See this TurboTax support FAQ for how to change from mail to e-file using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/change-mail-e-file-turbotax-online/L0zDlGPhq_US_en_US?uid=lf2wvost

Level 2
Mar 10, 2023 11:24:04 AM

no the error message is still there 

Level 2
Mar 10, 2023 11:25:22 AM

this is the message that continues to show 

Data in the return is missing or invalid. Please double check your entries.Reject Code /Return/ReturnData/IRS8915F/FEMADisasterDeclarationNum

Level 2
Mar 10, 2023 11:47:27 AM

nothing is working ????

Level 2
Mar 10, 2023 12:24:09 PM

I am sorry I have tried this many times and it does not work 

Level 15
Mar 10, 2023 12:36:21 PM


@ahopety wrote:

I am sorry I have tried this many times and it does not work 


See the answer provided by TurboTax with suggested solutions - https://ttlc.intuit.com/community/connect-with-others/discussion/kyi-form-8915-f-qualified-disaster-retirement-plan-distributions-and-repayments/01/2943881#M15126

Level 2
Mar 10, 2023 12:50:30 PM

You do not have sufficient privileges for this resource or its parent to perform this action.

Click your browser's Back button to continue.

Thanks but I cant access this information

Level 15
Mar 10, 2023 12:58:35 PM


@ahopety wrote:
You do not have sufficient privileges for this resource or its parent to perform this action.

Click your browser's Back button to continue.

Thanks but I cant access this information

Don't know why you would receive that message since the post is available in the forum.

I did a copy and paste from the answer provided -

 

We have seen an increased level of contacts regarding reject for the form 8915 F. This is not a bug and there are a couple of workarounds available: 

Print your return and review information that appears on Form 8915-F:
  • If there is a FEMA number listed on line C, it must be a valid. federally declared disaster n number, and it must be formatted as XX-NNNN-ST, where XX is either DR or EM, NNNN is a four digit number, and ST is a valid state abbreviation.
  • If box D is checked, no FEMA number should be listed on line C. If corrections are needed, go to Federal Taxes / Income, then scroll down to the section on Retirement, and select the 1099-R topic.
  • If you have 1099-R entries, go to the end of the 1099-R summary, and select Continue.
  • If you do not have any 1099-R entries for the current year, answer no when you see the question, "Did you receive any 1099-R Forms?" Then click "continue".
  • Follow the steps below to correct invalid information:
  • 1) Answer on-screen questions until you get to the screen. "Did You take a 2020 Qualified Disaster Distribution?"
  • 2) Mark the yes box at the top of the screen.
  • 3) If you need to correct the FEMA Number that appears on Form 8915-F, line C, you must clear the checkbox labeled "If this was a Coronavirus-related distribution reported in 2020 check here". Then proceed to the next screen, where you can select a valid FEMA number. Click continue. If you need to clear the FEMA Number, go back and select the blank entry at the top of the FEMA dropdown list.
  • 4) If necessary, go back to the screen in step 1, and check the box to indicate that this was a Coronavirus-related distribution.
  • After making corrections, print for 8915-F and review information on lines C and D. Review for errors and re-submit the return for electronic filing.
  • If the reject continues, you will need to print and file the return by mail"
  •  
     

Or these instructions provided by an Expert: 

Please try these steps to fix the rejection issue:

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top and type “1099-R”  
  3. Click on “Jump to 1099-R” 
  4. 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)
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
  8. On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back
  9. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and continue.

 

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

 

  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 "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  10. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
 

Level 2
Mar 10, 2023 1:04:19 PM

so this is my final year of paying back the 2020 covid distribution. When I printed my tax return it shows covd on the fema line. I cant remove it or adjust it . when I enter the 3167.00 which is the final 3rd of the original distribution it just keeps telling me I need to go back to my 1099-R to review.

We took a regular withdraw from my husbands 401k to buy a home but for the disaster portion I got the 1099 in 2020 which is when I took the covid withdraw

 

Level 2
Mar 10, 2023 1:11:33 PM

Its how turbo tax is entering the information as when I printed out my return it shows covid on the fema line and I cant remove it so now I am out the fees they charged me for the forms to now have to mail in my return and not get a refund till who knows how long 

 

Level 15
Mar 10, 2023 1:20:51 PM


@ahopety wrote:

Its how turbo tax is entering the information as when I printed out my return it shows covid on the fema line and I cant remove it so now I am out the fees they charged me for the forms to now have to mail in my return and not get a refund till who knows how long 

 


If you are using the online editions - 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top and type “1099-R”  
  3. Click on “Jump to 1099-R” 
  4. 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)
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
  8. On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back
  9. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and continue.

Level 2
Mar 10, 2023 2:15:38 PM

I have done all of that multiple times to no avail. I am done wasting my time. I printed my return to mail it 

New Member
Mar 11, 2023 1:44:42 PM

I'm having the same issue.  TurboTax shows the form is available for e-file.  I've opened and updated the section for the form, ran error check and it says there are no errors.  I e-file the return, but the IRS rejects it.  I noticed that when I opened the forms the 8915-F is actually showing as 8915-F-T still.  I thought this may be a glitch with the turbo tax file so I deleted and started over again.  All the steps showed that it was error free and I e-filed again.  Sure enough a few min later the return was rejected and the 8915-F was showing as a 8915-F-T again. 

 

Has anyone else had this issue in the past few days?  If so I think turbo tax need to fix this NOW given that they claim the form is available for e-file now.    

Expert Alumni
Mar 11, 2023 5:15:42 PM

Please try these steps to fix the rejection issue:

 

  1. Login to your TurboTax Account 
  2. Type 1099-r in Search (magnifying glass) in the top right corner
  3. Click on Jump to 1099-r 
  4. If you do not have a 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)
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
  8. On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "Back" 
  9. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and Continue.

 

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

 

  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 "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  10. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

@rdvan1992 

Level 2
Mar 13, 2023 8:47:55 AM

what your saying has been posted several times I have done this several times and it does not work. I have tried to efile several times all at which have been rejected. I mailed in my return.. I am done with Turbo tax 

Level 1
Mar 25, 2023 3:32:01 PM

Hi today is March 25, 2023 and the form 8915F still says part I is not finalize yet, when this form is going to be available? i need file my taxes