I took a 401k wd in 2019 then spread it over 20, 21, 22 years taxes. I checked my documents and it is there all 3 years. Why is 2023 telling me I need to claim it again?

[kbw229]

When I started my taxes this year the message said I need to add 1/3 of my coronavirus loan to my income. I do not because I spent the last 3 years doing it. And it’s in the tax documents too.

[DoninGA]

More than likely the Form 8915-F Worksheet and the Form 8915-F transferred over from the 2022 tax return.  Delete these forms and also if a Form 1099-R transferred over delete that form.

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

Click on Tools

Click on Delete a form

[bethfelkerjones]

I click to delete these forms and they still won't delete! Please help.

[fanfare]

1. a disaster distribution is not a loan
2. a withdrawal in 2019 has to be reported on your 2019 tax return not 2020.

@kbw229 

[DanaB27]

Please make sure that you also delete the "Qualified 2020 Disaster Retirement Distr":

1. Open or continue your return in TurboTax.
2. In the left menu, select "Tax Tools" and then "Tools".
3. In the pop-up window Tool Center, select "Delete a form".
4. Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.

@bethfelkerjones