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No, your Form 1099-R with codes 8 and J shouldn't be causing an issue.
To verify, did you delete both "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and didn't take any disaster distribution in 2022 or prior to 2022?
Please follow these steps in TurboTax Online:
- 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 "No" to the "Have you ever taken a disaster distribution before 2022?" screen
In TurboTax Desktop
- Click on Forms at the top
- Select "Form 8915-F" and then click "delete" at the bottom
- Select "Form 8915E Wks" and then click "delete" at the bottom
- Click on "Step-by-Step"
- 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 "Your 1099-R Entries" screen)
- Answer "No" to the "Have you ever taken a disaster distribution before 2022?" screen
Please also verify that you didn't accidentally select that your Form 1099-R with codes 8 and J was a disaster distribution:
- Click on the "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R”
- “Review your 1099-R info” screen click edit and review your entries and follow-up questions.
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March 13, 2023
11:34 AM