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3 replies

PopeyeTheSalior
Level 13
June 3, 2019

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

Level 2
March 11, 2023

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

Employee Tax Expert
March 11, 2023

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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