Started working on Tax year 2023. All good but keeps adding in an extra (4th) Covid distributed payment as owed

Forum|Forum|2 years ago
January 21, 2024
3 replies
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Started working on Tax year 2023 with "Turbo Tax 2023 Deluxe" Advantage for Mac. All good, but Wizard keeps adding in an extra (4th) 33% payment due on my Covid distributed tax payment, but I already fully paid it back (last year- TY 2022). That is, in 2020, 2021 and (finally) in 2022, I paid off the Corona virus payments (1/3 each year). However, while doing my tax year 2023 forms, it keeps adding in a 4th (again 1/3) payment is due. Do I need to somehow delete the 8915? Or is there an update needed to fix this?

Thanks.

DoninGA

Level 15

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" 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 editions -

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

Click on Tools

Click on Delete a form

bernoneillAuthor

Level 2

Will do.

BTW, I found there is no Delete button at the bottom (Desktop Deluxe Mac Edition).

However, in the top bar:

Turbotax File Edit View Forms EasyStep Flags Window Help

With the form open as you directed, I can click "Forms -> Remove ....." to delete it.

Thanks!

bernoneillAuthor

Level 2

Also ... I had to delete the 8915 worksheet - otherwise the 8915-T kept coming back (undeleted) after I tried to remove it. I deleted all the 1099s, the "1099 summary" and the form "8606-T".

Thanks again!