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Level 2
posted Apr 7, 2023 6:16:27 PM

remove form 8915 F

I have 1099 R -Roth  IRA backdoor conversion. I believe this triggered form 8915 F, which is not right since my 1099 R has nothing to do with disaster. But I cannot remove form 8915 by direct deletion, or removal 1099R, or reentered 1099R  by answering NO to Disaster.  My software is desktop/cd download.  What should I do?

 

 

 

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3 Replies
Expert Alumni
Apr 8, 2023 5:41:19 AM

Please follow these steps to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet"  (8915E wks) in TurboTax Desktop (this will remove Form 8915-F):

 

  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 (don't go back to the retirement section).

Level 2
Apr 10, 2023 5:30:26 PM

Thank you, that’s it. Delete or revise 8915 E first

Level 1
Apr 14, 2023 1:38:39 PM

Thank you this worked for me!