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: 

  

  1. Login to your TurboTax Account  
  2. Click on the "Search" on the top and type “1099-R”   
  3. Click on “Jump to 1099-R”  
  4. 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) 
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen 
  6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?" 
  7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue 
  8. On the "Which disaster affected you in 2020?" screen, I selected the blank entry and clicked "back 
  9. 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: 

  

  1. Open or continue your return in TurboTax. 
  2. Select "Tax Tools" and then "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. 
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