No, please See step 13 below. If you follow all these steps and you are still having issues, then you should delete Form 8915-F and start fresh. Clear your Cache before logging back into TurboTax.
- 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 this link and follow the instructions on how to clear Cache
How to Clear Cache
If you took a distribution from a traditional, SEP, SIMPLE or Roth IRA retirement plan, follow these instructions:
- Sign in to your TurboTax account
- Open or download your 2020 tax return PDF (you’ll need this open for reference)
- Go to the 8915-E section on your 2020 return
- Note: If you’re having difficulty finding 8915-E, open your 2020 tax return PDF, hold down the Ctrl + F keys, and type 8915 in the search bar
- Then, select Federal from the TurboTax menu
- Select Wages & Income
- Locate the Retirement Plans and Social Security section and select Show more
- elect Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Choose the appropriate answer to Did you get a 1099-R in 2022?
- If you received a 1099-R for 2022, enter the form if you haven’t already done so
- Select Continue
- Answer Yes to Have you ever taken a disaster distribution before 2022?
- Select Continue
- Answer Yes to Did you take a 2020 Qualified Disaster Distribution?
- Select the box next to If this was a Coronavirus-related distribution reported in 2020 check box
- Enter the amount from your Form 8915-E, line 4, column b and select Continue
- Select to complete Qualified 2020 Disaster Distribution (from Traditional, SEP, SIMPLE, and Roth IRAs)
- Go back to the 8915-E section in your 2020 return
- Note: Form 8915-F won’t generate because it’s not required. You only need the 2020 8915-E info for your 2022 tax return
- Review Part III of your 2020 8915-E form
- Review the section on the form to see if the box on line 17 is checked
- If this box is checked, enter 0 in the first box under the section in TurboTax
- if this box isn’t checked, enter the amount from line 17 in the first box under the section in TurboTax.
- Enter the amount from your 2020 Form 8915-E, line 18 into the second box under the section in TurboTax
- If the box is blank on your 8915-E, leave the line blank in TurboTax
- Enter the amount from your 2020 Form 8915-E, line 17 into the third box under the section in TurboTax.
- Note: If the checkbox on line 17 on Form 8915-E isn’t checked, box 1 and box 3 in TurboTax will show the same amount
- Enter any repayments you made on the following page
- Select Continue
- If you only took a distribution in 2020, answer No, I didn’t to the question, Did you take a disaster distribution in 2017, 2018, or 2019?
- Select Continue to finish the section
- Note: If you receive an error message requesting a disaster name or type, enter Virus SARS-CoV-2 or Coronavirus Disease 2019 to clear the error
For a more comprehensive instruction see the link below:
How to use Form 8915
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