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posted Feb 1, 2024 11:02:53 AM

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?

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1 Replies
Level 15
Feb 1, 2024 11:28:38 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.

 

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

Click on Tools

Click on Delete a form