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Level 1
posted Mar 12, 2023 8:42:21 AM

You'll Need to visit the form 1099-R Retirement Topic - Looping

I'm unsure what's occuring here, I didn't experience this in 2020 or 2021.  Upon completing my 1099-R, it prompts me to answer if I took a qualified disaster relief - I did in 2020 for Covid.

 

It automatically imports information from my previously filed 8915 - then later in the process tells me I'll need to visit the form 1099-R topic.   If I manually search and jump to the 1099-R form data is there.   However, the website keeps prompting me to return to that form.   It doesn't appear to be adjusting the amount owed either so something is off with this.

 

I've cleared my entire form, restarted the process and the same behavior occurs.

0 2 238
2 Replies
Expert Alumni
Mar 12, 2023 9:01:17 AM

Did you verify that line C on Form 8915-F is blank? Some users had issues with that.

 

Please try these steps to delete the line C entry (if you only had the Covid Distribution):

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top and type “1099-R”  
  3. Click on “Jump to 1099-R” 
  4. 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)
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
  8. On the "Which disaster affected you in 2020?" screen select the blank entry (click on it) and click "continue"
  9. Go through all the question
  10. On the Income & Wage screen click "Edit" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
  11. Click "Continue" on the “Review your 1099-R info​​​​​​​” screen
  12. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  13. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here", enter your information from your 2021 Form 9815-F, and then continue.

 

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

 

  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 "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
  5. Click on the "Search" on the top and type “1099-R”  
  6. Click on “Jump to 1099-R” 
  7. 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)
  8. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  10. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

New Member
Apr 16, 2023 2:39:28 AM

Thank you for the answer, but this was a big problem for me since it was adding nearly $8,500 to my 2022 income as retirement income and I had not taken any disaster relief in 2022 and also what we received in 2020/2021 from the government was automatic and I did not even know that it was called disaster relief.

Once I said "Yes" to that question, I was able to clear out the $8,500 from one of the lines where it had automatically put it for 2020/2021 (and acting as if it was 2022 income), and then it finally went away.