Retirement tax questions

If you did not take a COVID (disaster) distribution then you will not need Form 8915-F. Your distribution will be taxable in full if you do not have an after-tax cost basis.

There is a question that you must answer be able to move forward in your tax return. 

1. Sign into your TurboTax return
2. Search (upper right) for 1099r > Click the Jump to .... link
3. On the 'Here's your 1099-R info'  screen Click Continue button
4. The next screen is 'Have you ever taken a disaster distribution before 2021?' > Answer 'No'
5. Continue through the screens in this section until completed

Also, sometimes the computer remembers data you thought was removed.  You may want to clear your cache and cookies often, it works.

Here are the official instructions for the most popular browsers:

• Google Chrome
• Mozilla Firefox
• Microsoft Internet Explorer 11 (use the drop-down on the upper right corner of that page for earlier versions)
• Microsoft Edge
• How to delete cookies

Please update here if you need further assistance.