CatinaT1
Expert Alumni

Get your taxes done using TurboTax

Here is a workaround provided by expert DanaB27 that is working-  

  

Be sure to follow the instructions carefully. Try both options if necessary. 

  

Please try these steps to fix the issue: 

  

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?" 

Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue 

On the "Which disaster affected you in 2020?" screen, I selected the blank entry and clicked "back 

Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and continue. 

  

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information: 

  

Open or continue your return in TurboTax. 

Select "Tax Tools" and then "Tools" in the left menu. 

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 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" and enter your information. 

  

Please let us know if this works for you. 

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