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New Member
posted Jan 30, 2024 6:00:05 AM

Does anyone know how to remove Deferred Pension Amount from 2020 8915-F from the pensions and annuities summary? It was added in error.

0 4 782
4 Replies
Level 15
Jan 30, 2024 6:04:00 AM

Delete the Form 8915-F

 

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

Click on Tools

Click on Delete a form

New Member
Jan 30, 2024 6:12:28 AM

Thanks, I did that and it said the form was successfully deleted but it’s still there….

Level 15
Jan 30, 2024 6:16:08 AM

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.

New Member
Jan 30, 2024 6:23:45 AM

That worked! Thank you 🙂