DanaB27
Expert Alumni

Retirement tax questions

If you didn't take a disaster distribution in 2022 or prior years then please delete Form 8915 with the steps below.

 

Please use these steps to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet"  (8915E Wks) in TurboTax Desktop:

 

  1. Switch to Forms mode on the top
  2. Scroll down and select "8915E wks"
  3. Click "delete" and confirm the deletion
  4. Switch to Step-by-Step and run the smart check again

 

Please use these steps to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet" in TurboTax Online:

 

  1. In the left menu, select "Tax Tools" and then "Tools".
  2. In the pop-up window Tool Center, select "Delete a form".
  3. Select "Delete" next to "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
  4. Run the federal review again

 

@alasou 

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