topic covid 2020 withdrawal in Retirement tax questions

covid 2020 withdrawal

sbradley7 — Tue, 10 Feb 2026 09:13:39 GMT

I am working on my 2023 taxes and there is a question asking if I took a disaster distribution. I did take a covid distribution in 2020 but have satisfied the 3 year tax repayment. If I answer yes then it takes me to another question about takin a distribution prior to 2023 and if you answer yes to that, it says you need to wait for a form which I assume is 8915-f form. However, I shouldn't need to file 8915f when I have done my 3 year repayments so do I mark "no" to taking a disaster distribution?

Re: covid 2020 withdrawal

PatriciaV — Mon, 29 Jan 2024 19:30:25 GMT

You may need to manually delete the related forms for the disaster distribution that no longer applies to your tax situation.

There are two forms to delete: Form 8915-F and 8915-T Wks, and perhaps Form 1099-R.

In TurboTax Online, go to Tax Tools (in the left menu), then Tools, Delete a Form.

In TurboTax Desktop, click on the Forms icon in the TurboTax header. Open the forms listed above, then click Delete Form at the bottom of each form.

Re: covid 2020 withdrawal

sbradley7 — Mon, 29 Jan 2024 19:39:04 GMT

I looked for those forms and didn’t see them to delete. So then would I just answer no to the first question on taxing a withdrawal?

Re: covid 2020 withdrawal

PatriciaV — Mon, 29 Jan 2024 20:43:34 GMT

Yes, by answering "no" you may clear this message to wait for Form 8915.