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Retirement tax questions
Please try these steps to fix the issue:
- Login to your TurboTax Account
 - 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?"
 - Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
 - On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back"
 - Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and continue.
 
Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:
- Open or continue your return in TurboTax.
 - In the left menu, select "Tax Tools" and then "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.
 
Please let me know if this worked for you.
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		April 13, 2023
	
		
		5:36 AM