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April 15, 2023
Question

HOW CAN I REMOVED A DISASTER RETIREMENT PLAN? I DIDN'T RECEIVED A DISASTER RETIREMENT PLAN DISTRIBUTIONS AND REPAYMENT.

  • April 15, 2023
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    April 15, 2023

    Here's how to remove a disaster retirement plan distribution and repayment:

     

    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-D" and/or Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
    5. Select Continue With My Return to get back to the interview mode.
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