Get your taxes done using TurboTax

Did you have a retirement fund distribution in 2020 for the Coronavirus?  If so, did you pay back the distribution in 2020, 2021 and 2022?  If the distribution payments have been completed then you need to delete the forms from 2022 that transferred over to the 2023 tax return.

 

The Form 8915-F Worksheet and the Form 8915-F along with the Form 1099-R were transferred from the 2022 tax return and need to be deleted.  There may also be a "Qualified Disaster Retirement Plan Distributions" and/or a "2020 Disaster Distribution" form listed that has to be deleted.

 

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

View solution in original post