Why must I file an 8915-F form for tax year 2023 when I have paid taxes in 2020 and 2021 tax years and paid a portion back in tax year 2022 for my early withdrawal? This tax situation in behind me, but Turbo Tax will not allow me to file. Keep receiving an error message. Someone please explain
The Form 8915-F Worksheet and the Form 8915-F along with the Form 1099-R were transferred from the 2022 tax return and need to be deleted. There may also be a "Qualified Disaster Retirement Plan Distributions" and/or a "2020 Disaster Distribution" form listed that has to be deleted.
If you are using the TurboTax desktop CD/Download editions installed on your personal computer, click on Forms.
When in Forms mode locate these forms on the left side of the screen. Click on the form to open each one and at the bottom of the screen click on Delete Form
If you are using the TurboTax online editions -
Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
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