MarilynG
Expert Alumni

Retirement tax questions

Your entries for Form 8915-F look correct.  

 

As long you don't receive an error during the Federal Review, you can ignore the 'Needs Review' message.

 

If you get a message during the review about entering a 'Disaster Name' for Form 8915-E, continue past that.  You don't need a Form 8915-E in your 2021 return. 

 

You could try closing TurboTax, clear your Cache and Cookies are re-visiting the 1099-R section again.  The 'Disaster' questions come after that section. 

 

 

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