@Lucy03 wrote:
I'm going to try this one more time before I give UP!
Currently I am a retired educator with an IRA retirement plan. I have NOT taken Covid funds from this account.
I have another IRA from Fidelity. I took a certain amount out of this IRA in 2020. I have a 1099 R form from 2020 showing the amount I took out. I also have the 8915 E form showing how I spread the taxes on it over 3 years. I paid 1/3 the taxes last year.
Turbo Tax asked me: Have you ever taken a disaster distribution before 2021? I said YES. Then it asked me for the info from my 8915 E form. I filled this all out.
However, when I went to print out my tax return, all the information/numbers from my education IRA retirement form was on the 8915 F form NOT the Fidelity information.
There is NO question about about whether or not I have a 1099 R. It just jumps right to the one 1099 R that is NOT related to my withdrawal in 2020. What am I doing wrong?
For the retirement IRA, did you enter that on the 2021 tax return? If you did and it was not for 2021 then that Form 1099-R has to be deleted.
Otherwise, when you started the 2021 return and had two Form 1099-R's from 2020, those transferred to the 2021 return so all you need to do is delete the retirement 1099-R.
If using the online editions -
Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
If using the desktop editions, click on Forms. Open the retirement form 1099-R and delete the form.
