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January 22, 2024
Question

I made the last payment on my 2022 tax return for the cares act payment I took in 2020. why is it impacting my return this year

  • January 22, 2024
  • 1 reply
  • 0 views
I spread it out over 3 years, so this would be the first year where I dont have to take a tax hit for the distribution. Does anyone know how to input in turbotax so it doesnt keep impacting?

1 reply

DoninGA
Employee
January 22, 2024

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.

 

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

Click on Tools

Click on Delete a form