Many individuals see an issue if the return was started before the forms being made available. To fix this problem, follow these steps:
Delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:
- Open or continue your return in TurboTax.
- In the left menu, select "Tax Tools" and then "Tools".
- In the pop-up window Tool Center, select "Delete a form".
- Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
- Click on the "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R”
- If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info” screen)
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
- Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
- Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.
If this doesn't fix your issue, please respond back with what is occurring when you try to file your return.
@Golden2022
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