turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

masen1916
New Member

How to remove form 8915b from my return?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
LinaJ2018
Intuit Alumni

How to remove form 8915b from my return?

If you have not filed, here are the steps (online):

Remove the 1099-R forms that created those forms and re-enter the information.  Answer "No"  to the disaster questions. 

or 

  • Sign into your account, select Take me to my return
  • On your left, Select Tax Tools / drop down menu
  • Select Tools
  • Under Other helpful links, choose Delete Form 8915 and Continue with My Return to proceed

How to remove form 8915b from my return?

That didn't work and you can't get life person  at customer service,now what?

DanaB27
Expert Alumni

How to remove form 8915b from my return?

If you don't have to report the 2020 Covid distribution or have taken other disaster distributions between 2018 and 2022 then please follow these steps to remove  Form 8915-F from your return.

 

In TurboTax Desktop:

  1. Switch to Form Mode 
  2. Scroll down to Form 8915-F click on it and then select delete at the bottom
  3. Select 8915-F Wks click on it and then select delete at the bottom

 

In TurboTax Online:

  1. In the left menu, select "Tax Tools" and then "Tools".
  2. In the pop-up window Tool Center, select "Delete a form".
  3. Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.

 

If you get any follow-up questions asking if you took a disaster distribution then answer "no"

 

 

 

@Dreamon823 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question