DanaB27
Expert Alumni

Get your taxes done using TurboTax

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:

 

  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 "No" to the "Have you ever taken a disaster distribution before 2022?" screen

 

In TurboTax Desktop 

 

  1. Click on Forms at the top
  2. Select "Form 8915-F" and then  click "delete" at the bottom
  3. Select "Form 8915E Wks" and then click "delete" at the bottom
  4. Click on "Step-by-Step"
  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  "Your 1099-R Entries" screen)
  8. 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:

 

  1. Click on the "Search" on the top and type “1099-R”  
  2. Click on “Jump to 1099-R” 
  3. Review your 1099-R info​​​​​​​” screen click edit and review your entries and follow-up questions.

 

 

@hollymolly123 

 

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