Retirement tax questions


@dejacc wrote:

I have deleted 8915F3-T. I have no other 8915 forms. I have answered all disaster questions "no". and still it is asking for information for 8915F3-T. Please help.


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

 

Using the TurboTax online web-based editions -

 

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

Click on Tools

Click on Delete a form