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Get your taxes done using TurboTax
This is a solution for all of you to try that is suggested by DanaB127 in her turbo tax post.
Open your TurboTax Account/product
- Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals
- Enter your 1099R
- 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.
- If in Turbo Tax online,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"
- If using software, go to the forms mode, select Form 8915-F and select delete form at the bottom
- Now go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals and enter your 1099R.
- 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.
In answer to Amers100 question, no you will not need to pay for the product again if you clear and start over.`Try this solution first however to see if this works
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March 10, 2023
9:47 AM