Unable to efile 2023 taxes b/c TT is waiting for Form 8915F-T. I took a Covid 401k distribution in 2020 and last 1/3 of income was claimed in 2022. How to fix?

posted

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