I can't file my taxes because the Form 8915-F, Qualified Disaster Retirement Plan Distributions & Repayments indicates it is applicable, which it is not. What do I do?

The review shows I can't file my taxes until Part 1 of this form is finalized in an upcoming release. This form does not apply to my taxes. What should I do?

446

Level 15

Mar 27, 2023 12:38:42 PM

You were asked Did (your name) take a distribution in 2021 due to a non-covid disaster?

If you

DID NOT

take a disaster distribution in 2021 then answer

Returning Member

Mar 27, 2023 12:44:07 PM

I did answer "NO" because I had no disaster related withdrawal in 2021 or in any year! Turbo Tax won't let me change what is already on the form and shows 2022 and 2021 marked as if I did have a Covid related withdrawal and I can't change it.

Level 15

Mar 27, 2023 12:47:52 PM

Delete the Form 8915-F and any related Disaster Retirement Distribution Worksheets in your tax return.

Then go back through the Form 1099-R section if you received a Form 1099-R in 2022 or you need to report the last 1/3 of the 2020 distribution due to Covid.

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

Click on Tools

Click on Delete a form

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I can't file my taxes because the Form 8915-F, Qualified Disaster Retirement Plan Distributions & Repayments indicates it is applicable, which it is not. What do I do?