HopeS
Expert Alumni

Retirement tax questions

One option is to delete the "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

Once you delete the Form, clear your Cache before reentering the information. See the steps below for clearing Cache.

 

  1. Open or continue your return in TurboTax.
  2. In the left menu, select "Tax Tools" and then "Tools".
  3. In the pop-up window Tool Center, select "Delete a form".
  4. Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
  5. Click on the "Search" on the top and type “1099-R”  
  6. Click on “Jump to 1099-R” 
  7. If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
  8. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  10. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

 

Click on the link below for the steps to clear Cache:

 

How to clear your cache

 

@jl3819 

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