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Level 2
posted Feb 2, 2023 5:21:31 PM

Why is it I can't get past the 401k COVID distribution it keeps saying I to review the topic?

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1 Replies
Expert Alumni
Feb 3, 2023 4:35:33 PM

If you took a Covid related retirement withdrawal in 2020, 2022 would be the last year to claim the last third of the amount you withdrew. It keeps bringing you to review because Form 8915 needs to be filled out and filed for this type of withdrawal. If you used TurboTax last year, this information should automatically populate. If you didn't use TurboTax , you will need Form 8915 that was filed last year to enter the info for 2022. 

 

Here is some more information: How do I use Form 8915 to report my 2020 COVID-related retirement distributions?