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3 replies

PopeyeTheSalior
PopeyeTheSalior
Level 13
Jun 3, 2019 5:55 PM UTC

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

Dreamon823
Level 2
Mar 11, 2023 9:14 PM UTC

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

Employee Tax Expert
DanaB27Employee Tax Expert
Employee Tax Expert
Mar 11, 2023 9:39 PM UTC

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 

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