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Retirement tax questions
That won’t work. Look at your current tax return and write down the numbers on form 8915-F. (Should be 1/3rd of your Covid distribution in boxes 12,13 and 15). Actually take a screenshot of it. Then go back to Tax Tools. Select delete a form. Delete the 2020 Qualified Distribution Worksheet. Then go back through income and revisit the retirement section. Answer all the questions and fill in the numbers (it won’t auto fill this time). Now review and check your form 8915-F and the “Covid” should be gone.
March 13, 2023
2:59 PM