DanaB27
Expert Alumni

Get your taxes done using TurboTax

To verify, did you elect to not have the 2020 Covid distribution spread over 3 years (since you entered $0)?

 

If you didn't spread the amount over 3 years then you can delete the "Qualified 2020 Disaster Retirement Distr" (TurboTax Online) or 8915E Wks (TurboTax Desktop). Then select "no" to the disaster distribution questions.

 

In TurboTax Online:

 

  1. In the left menu, select "Tax Tools" and then "Tools".
  2. In the pop-up window Tool Center, select "Delete a form".
  3. Select "Delete" next to "Qualified 2020 Disaster Retirement Distr" and follow the instructions.

 

In TurboTax Desktop:

 

  1. Switch to Forms mode on the top
  2. Scroll down and select "8915E wks"
  3. Click "delete" and confirm the deletion
  4. Switch to Step-by-Step

 

Please be aware, if you spread the amount over 3 years then enter 1/3 of the amount on lines 12 and 13 (for other than IRA) or lines 23 and 24 (for IRAs).

 

If you verified that your entries are correct then you can ignore the message to revisit the retirement section after the "Did you take a disaster distribution between 2018 and 2020?" question.

 

@mimranbeig 

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