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Retirement tax questions
Yes, you can correct the entry. TurboTax creates Form 8915 – Qualified Disaster Retirement Plan when you indicate that you received a disaster related retirement distribution. You can delete the form and that should resolve your issue. Follow the instructions below to delete the form.
- Launch TurboTax
- Click on Tax Tools on the menu bar on the left
- Click on Tools
- Under Other helpful links, click on Delete a Form
- Scroll down and check for Form 8915 and if there is one, click on Delete
- Click on the blue Delete Selected Form
- At the bottom, Continue
- At the bottom, Continue with my Return
Return to the Disaster Relief screens to verify that the disaster related retirement distribution is corrected. Type 1099-r in the search screen and the top and select jump to 1099-r. Go through the interview screens and make sure that you say that you did not receive a disaster distribution.
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March 8, 2023
7:43 PM