I took out 2020 Covid disaster withdrawal, I’ve already paid 1/3 taxes each year for three years. Do I have to wait for release of 8915-F form for 2023 before finishing?

It says to select yes if you still need to pay 1/3, but also asks on same page if you took a disaster withdrawal yes/no.

Confusing, because I did take one, but already paid taxes over 2020,2021, & 2022.

189

Level 15

Feb 7, 2024 5:09:50 PM

Select No for taking a disaster withdrawal in 2021, 2022 or 2023

Additionally, if 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.

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 took out 2020 Covid disaster withdrawal, I’ve already paid 1/3 taxes each year for three years. Do I have to wait for release of 8915-F form for 2023 before finishing?