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sbradley7
New Member

covid 2020 withdrawal

I am working on my 2023 taxes and there is a question asking if I took a disaster distribution. I did take a covid distribution in 2020 but have satisfied the 3 year tax repayment. If I answer yes then it takes me to another question about takin a distribution prior to 2023 and if you answer yes to that, it says you need to wait for a form which I assume is 8915-f form. However, I shouldn't need to file 8915f when I have done my 3 year repayments so do I mark "no" to taking a disaster distribution?

 

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3 Replies
PatriciaV
Expert Alumni

covid 2020 withdrawal

You may need to manually delete the related forms for the disaster distribution that no longer applies to your tax situation.

 

There are two forms to delete: Form 8915-F and 8915-T Wks, and perhaps Form 1099-R.

 

In TurboTax Online, go to Tax Tools (in the left menu), then Tools, Delete a Form.

 

In TurboTax Desktop, click on the Forms icon in the TurboTax header. Open the forms listed above, then click Delete Form at the bottom of each form.

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sbradley7
New Member

covid 2020 withdrawal

I looked for those forms and didn’t see them to delete. So then would I just answer no to the first question on taxing a withdrawal? 

PatriciaV
Expert Alumni

covid 2020 withdrawal

Yes, by answering "no" you may clear this message to wait for Form 8915.

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