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Get your taxes done using TurboTax
If you didn't take any disaster distribution in 2022 and prior years then you need to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet" (8915E wks).
Please follow these steps in TurboTax Desktop:
- Switch to Forms mode on the top
- Scroll down and select "8915E wks"
- Click "delete" and confirm the deletion
- Switch to Step-by-Step and run the smart check again (don't go back to the retirement section)
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 "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
- Don't go back to the retirement section
@shades33 To report the 3rd portion of the 2020 Covid distribution please follow these steps:
- Login to your TurboTax Account
- 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 "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
- Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
- Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here", enter your information from your 2021 Form 9815-F, and then continue.
If you get an issue with the line C entry then please use the steps above to delete "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet" (8915E wks) but then go back to the retirement section and reenter the 3rd portion of your 2020 Covid distribution.
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April 2, 2023
7:49 AM