@BahHumbug wrote:
FYI, running 2023 taxes using TT (desktop) in Jan 2024. It also adds the 1/3rd Coronavirus distribution to AGI, even though the taxable distribution years were 2020, 2021, 2022. Smart check indicates a new 8915-F for late Feb 2024. Hoping that corrects the current problem, but means I can't file around 2/1/24 and must wait on the update.
The Form 8915-F for tax year 2023 would be for reporting a disaster distribution in 2021, 2022 or 2023. It will not remove the current problem you are experiencing.
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.
If you are using the TurboTax desktop CD/Download editions installed on your personal computer, click on Forms.
When in Forms mode locate these forms on the left side of the screen. Click on the form to open each one and at the bottom of the screen click on Delete Form
If using the TurboTax online editions -
Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
