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What should I do if I accidentally selected I received retirement distributions in 2022 but didn't and now cannot file my return?

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1 Reply
DanaB27
Expert Alumni

What should I do if I accidentally selected I received retirement distributions in 2022 but didn't and now cannot file my return?

If you are getting an error because of Form 8915-F then delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet"  (8915E wks) to remove Form 8915-F:

 

  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 "Qualified 2020 Disaster Retirement Distr" and follow the instructions.

 

If you need to delete a Form 1099-R entry:

 

  1. Click "Wages & Income" (under Federal) on the left
  2. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
  3. Scroll down and click "Start/Edit" next to "IRA, 401(k), Pension Plan (1099-R)"
  4. On the "Review your 1099-R info" screen click "Delete" next to the Form 1099-R you want to delete.
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