ColeenD3
Expert Alumni

Retirement tax questions

Tax season has been extended until May 15. Are you having issues with the COVID distribution? Delete both Forms 1099-R.Clear your cache and cookies and restart your computer. This should clear out everything and give you a clean slate to try again.

 

Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments is finalized.

 

Here's the general procedure for viewing the forms list and deleting unwanted forms, schedules, and worksheets 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, choose Delete a form.
  4. Select Delete next to the form/schedule/worksheet in the list and follow the instructions.