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Disaster distribution question

So, I come to this page:

Unfortunately, changes related to qualified disaster distributions and repayments weren't ready in time for us to include them in this release. Please revisit this area later.

 

I paid all the taxes for the qualified withdrawals between 2020 and 2022. When I contacted a Turbo tax expert, CPA, she told me to just ignore the question and file my returns this year because I paid all the taxes anyway.

What do you think? Is it okay for me to just file the tax returns anyway?

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2 Replies
LindaS5247
Employee Tax Expert

Disaster distribution question

If you are getting an error regarding "Covid Disaster Recovery" you can try deleting Form 8915-F if one is listed. Sometimes it is carried forward from a prior tax year.

 

To delete this worksheet, you can try the steps listed below.

 

If you are using TurboTax Online, you can try:

  1. Go to "Tax Tools" in your left panel of your TurboTax screen, then 
  2. Select "Tools" and 
  3. Under "Other Helpful Links
  4. Select "Delete a Form.
  5. This will bring up all of your forms and you can click on "Delete" next to the Form 8915-F.

 

If you are using TurboTax Desktop, you can try: 

  1. Click on the "Forms Icon" on the top right of your screen to bring up  "Forms Mode" 
  2. Choose "Form 8915-F" from the list of forms in the left panel of your TurboTax screen
  3. 3. Use the "Delete Form" option at the bottom of the worksheet to remove the worksheet
  4. Select "Yes" to confirm deletion of the form

 

Click here for How Do I View and Delete Forms in TurboTax Online.

 

You can also go back through your Form 1099-R entries and make sure you did not select "I took this money out due to a qualified disaster" on the TurboTax screen that says, "Do any oof these situations apply to you?"

 

You can easily get to these screens in the TurboTax program by clicking on "Search" in the top right of your TurboTax screen and typing "Form 1099-R" in the search box. Then click on the link "Jump to Form 1099-R."  Continue through your screens until you get to the screen "Do any of these situations apply to you?"

 

You may  need to clear your tax return and start over to clear this error message.  Click here for How do I clear and start over?

 

But first try the following steps:


Go out of your program, close your browser and go back in.

  • Clear your cache and cookies.
  • Try a different Web Browser.

For further instructions on how to clear cache and delete cookies, please see the links below:

 

Click here for How to clear your cache.
 

Click here for How do I delete cookies?

 

 

Please return to Community if you have any additional information or questions and we would be happy to help.


 

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Disaster distribution question

Re your advice, 

If you are using TurboTax Online, you can try:

  1. Go to "Tax Tools" in your left panel of your TurboTax screen, then 
  2. Select "Tools" and 
  3. Under "Other Helpful Links
  4. Select "Delete a Form.
  5. This will bring up all of your forms and you can click on "Delete" next to the Form 8915-F.

 If you are using TurboTax Desktop, you can try: 

  1. Click on the "Forms Icon" on the top right of your screen to bring up  "Forms Mode" 
  2. Choose "Form 8915-F" from the list of forms in the left panel of your TurboTax screen
  3. 3. Use the "Delete Form" option at the bottom of the worksheet to remove the worksheet
  4. Select "Yes" to confirm deletion of the form

So, I tried to find the section and delete the for 8915-F, but it's not there. 

Can I just ignore this and file the return? That's what the CPA tax (not just the so-called 'trained' experts, expert told me.

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