MarilynG
Expert Alumni

Retirement tax questions

If you took a Covid-related distribution in 2020, and need to report the second year amount, go to the Retirement Income topic under Wages & Income. 

 

When you indicate that you had a Disaster Distribution in 2020, you have a couple amounts to enter from your 2020 Form 8915-E.

 

If you have done that, and are getting an error in Review, you may need to Delete Form 8915-E that is not needed in your 2020 return. 

 

In the left-side menu, click on Tax Tools > Tools, then choose 'Delete a Form' from the pop-up menu.

 

Here's more info on Form 8915-F (which is the form you need for 2021).

 

 

 

 

 

 

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