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April 8, 2023
Question

remove form 8915 F

  • April 8, 2023
  • 1 reply
  • 0 views

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?

 

 

 

    1 reply

    April 8, 2023

    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).
    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    April 11, 2023

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