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Retirement tax questions
If you have already entered your 1099-R prior to the updated form 8915-F, you may have to delete the 8915-F form and distribution and re-enter the form. Follow these steps to re-enter the distribution:
- Open or continue your return in TurboTax.
- In the left menu, select "Tax Tools."
- Click "Tools."
- In the pop-up window Tool Center, select "Delete a form."
- Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
- Click on the "Search" on the top and type “1099-R.”
- Click on “Jump to 1099-R.”
- 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)
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
- Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
- Check the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and enter your information.
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March 30, 2023
6:49 AM