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posted Feb 2, 2024 4:39:05 AM

CARES act 3-year tax payback question

I withdrew from my retirement in 2020 and spread the tax payment out over 2020, 2021, and 2022 tax filing years. This year, I am being told that I have to fill out another CARES act form. I have met the requirement, why do I have to fill this out again? 

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1 Replies
Level 15
Feb 2, 2024 4:40:53 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.

 

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

Click on Tools

Click on Delete a form