Retirement tax questions

If you have a line C entry that needs to be deleted then please delete both "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

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.

For some people the following steps work to remove the line C entry:

Login to your TurboTax Account 

1. Click on the "Search" on the top and type “1099-R”  
2. Click on “Jump to 1099-R” 
3. 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)
4. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
5. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
6. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
7. On the "Which disaster affected you in 2020?" screen select the blank entry (click on it) and click "continue"
8. Go through all the question
9. On the Income & Wage screen click "Edit" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
10. Click "Continue" on the “Review your 1099-R info​​​​​​​” screen
11. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
12. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here", enter your information from your 2021 Form 9815-F, and then continue.
     

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