After you file

If you didn't take a disaster distribution in 2022 or 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:

1. Switch to Forms mode on the top
2. Scroll down and select "8915E wks"
3. Click "delete" and confirm the deletion
4. Switch to Step-by-Step and run the smart check again

Please follow these steps in TurboTax Online:

1. Open or continue your return in TurboTax.
2. In the left menu, select "Tax Tools" and then "Tools".
3. In the pop-up window Tool Center, select "Delete a form".
4. Select "Delete" next to "Qualified 2020 Disaster Retirement Distr" and follow the instructions.

If you had a 2020 Covid distribution and want to report the 3rd portion but had an entry on line C then follow the steps above to delete the Worksheet and then enter your 3rd portion with these steps:

1. Click on the "Search" on the top and type “1099-R”  
2. Click on “Jump to 1099-R” 
3. 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)
4. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
5. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
6. 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 need additional help then please see What is the TurboTax phone number?

@sueandleonapp