Retirement tax questions


@Boga415 wrote:

I think we are having the same problem. The 1/3 amount is appearing as distribution but we also finished with that last year.  Did you get it figured out after your deleted the form?


The Form 8915-F Worksheet and the Form 8915-F along with the Form 1099-R were transferred from the 2022 tax return and need to be deleted.  There may also be a "Qualified Disaster Retirement Plan Distributions" and/or a "2020 Disaster Distribution" form listed that has to be deleted.

If you are using the TurboTax desktop CD/Download editions installed on your personal computer, click on Forms.

When in Forms mode locate these forms on the left side of the screen.  Click on the form to open each one and at the bottom of the screen click on Delete Form

 

If you are using the TurboTax online editions -

 

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form