Covid Qualified Disaster Distribution Completion

Forum|Forum|2 years ago
January 23, 2024
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So I withdrew from my 401K back in 2020 under the Qualified Disaster program for Covid. The one where you split the tax burden over 3 years (2020, 2021 & 2022). I was working on my 2023 taxes and TurboTax won't let me submit my taxes because it says the Qualified Disaster form (8915-f I belive it was) is not available yet for this year, even though I marked that I did not have a Qualified Disaster withdrawal. Since I have satisfied my 3 years is there a way to move on with my taxes without the need for this form?

TurboTax Deluxe Online

Best answer by MinhT1

You do not need form 8915-f for tax year 2023 and that form has been carried over from your 2022 tax return. You'll need to delete it.

To delete it, please follow these steps:

In TurboTax, open your return
In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools
On the Tools Center page, click on Delete a form
A list of forms will appear. Locate the form 8915-f and click Delete next to it.
On the next screen, click Delete Form
Also delete any worksheet associated with that form 8915-f

MinhT1Answer

You do not need form 8915-f for tax year 2023 and that form has been carried over from your 2022 tax return. You'll need to delete it.

To delete it, please follow these steps:

In TurboTax, open your return
In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools
On the Tools Center page, click on Delete a form
A list of forms will appear. Locate the form 8915-f and click Delete next to it.
On the next screen, click Delete Form
Also delete any worksheet associated with that form 8915-f