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New Member
posted Apr 1, 2023 7:27:58 PM

Re: 2023 Return Filing

The Qualified Disaster Retirement Plan Distribution.. field must be erased, as it was in error. That topic does not apply to me.

I appreciate all you do.

 

Maria A Mate

 

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1 Replies
Expert Alumni
Apr 2, 2023 5:32:15 AM

You will need to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet"  (8915E wks) if you didn't take a disaster distribution in 2022 or prior years.

 

Please follow these steps in TurboTax Desktop:

 

  1. Switch to Forms mode on the top
  2. Scroll down and select "8915E wks"
  3. Click "delete" and confirm the deletion
  4. Switch to Step-by-Step and run the smart check again

 

Please follow these steps in TurboTax Online:

 

  1. Open or continue your return in TurboTax.
  2. In the left menu, select "Tax Tools" and then "Tools".
  3. In the pop-up window Tool Center, select "Delete a form".
  4. Select "Delete" next to "Qualified 2020 Disaster Retirement Distr" and follow the instructions.