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"
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Or these instructions provided by an Expert:
Please try these steps to fix the rejection issue:
- Login to your TurboTax Account
- Click on the "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R”
- 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)
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
- Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
- Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
- On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back"
- 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:
- Open or continue your return in TurboTax.
- In the left menu, select "Tax Tools" and then "Tools".
- In the pop-up window Tool Center, select "Delete a form".
- Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
- Click on the "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R”
- 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)
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
- Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
- Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.
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