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February 9, 2025
Question

Disaster Relief withdrawal from 2021 Still charging me 1/3 when it’s been paid

  • February 9, 2025
  • 1 reply
  • 0 views

Why is TurboTax still charging me 1/3 of the disaster relief payment that has already been paid off? How do I delete that??

    1 reply

    DoninGA
    Employee
    February 9, 2025

    The Form 8915-F Worksheet and the Form 8915-F along with the Form 1099-R were transferred from the 2023 tax return and need to be deleted.  There may also be a "Qualified Disaster Retirement Plan Distributions" and/or a "2021 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

     

    Using the online editions -

    Click on Tax Tools on the left side of the online program screen

    Click on Tools

    Click on Delete a form

    February 9, 2025

    Thank you, that worked.  It would have cost me 700.00!!