BrittanyS
Expert Alumni

Get your taxes done using TurboTax

Using the token, I got the return to move past the review stage by deleting the 8915 and then entering the 1099 form again.  Follow these steps to complete:

 

  1. Open or continue your return in TurboTax.
  2. Select "Tax Tools" and " Tools " in the left menu.
  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 "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  10. Check the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and enter your information.

 

Please let me know if this works for you.

 

@opvivas 

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