budchevy358
Returning Member

Retirement tax questions

I get the same error seen above. When I get to section 6 of 9, I fill out the details you posted. As I go through the next sections (7 through 9) it takes me through some final checks before moving to deductions and credits. Before it let's me move on, this warning pops up. It is not properly reporting the 8915-F form information I entered. I am showing I had distribution this year, but it looks as if Turbo Tax expects a 1099-R for 2021, which we will not have. We should simply be using the 8915-F to report taxable income in 2021 from the 2020 distribution.

 

After I enter the information from the 2020 8915-E form and return to the main income section screen, it still reports $0 for 2021. This is on Turbo Tax Deluxe for Mac.

 

Screen Shot 2022-03-26 at 9.20.31 AM.png

 

What is even more annoying is Turbo Tax does not automatically import this from the 2020 tax file, if I have to do to this all manually I might as well skip Turbo Tax in 2023...