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Retirement tax questions
If your return has been transmitted and accepted by the IRS, you can amend your Federal 1040 tax return.
If you used TurboTax Online, simply log in to your account and select “Amend a return that was filed and accepted.”
If you used the CD/download product, sign back into your return and select “Amend a filed return.”
You must file a separate Form 1040-X for each tax return you are amending.
IRS Form 8915-F information can be entered at the screen Did you take a 2020 Qualified Disaster Distribution? Report Qualified 2020 Disaster Distributions from Part II and Part III from the 2020 8915-E by following these steps.
- Go to Federal / Wages & Income / Retirement Plans and Social Security / IRA, 401(k), Pension Plan Withdrawals (1099-R).
- Click Start / Revisit to the right.
- At the screen Did you receive any 1099-R forms? select No.
- At the screen Have you ever taken a disaster distribution before 2021?, Click Yes.
- At the screen Did you take a 2020 Qualified Disaster Distribution?, enter 8915F and 8915E information.
- At the screen Did you take a disaster distribution at any time between 2018 and 2020? you are instructed to select YES if you need to report 1/3 of the amount of your distribution from a prior year. That has already been done. Select No, I didn't.
See also this TurboTax Help.
@tguinn1280
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April 14, 2022
8:45 AM