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After you file
You will need to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet" (8915E wks) to remove Form 8915-F if you don't have any disaster distributions.
In TurboTax Desktop:
- Switch to Forms mode on the top
- Scroll down and select "8915E wks"
- Click "delete" and confirm the deletion
- Switch to Step-by-Step and run the smart check again (you don't need to go back into the retirement section).
In TurboTax Online:
- Open or continue your return in TurboTax.
- In the left menu, select "Tax Tools" and then "Tools".
- In the pop-up window Tool Center, select "Delete a form".
- Select "Delete" next to "Qualified 2020 Disaster Retirement Distr" and follow the instructions (you don't need to go back into the retirement section).
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‎April 8, 2023
8:34 AM