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April 15, 2023
Question

My retirement distribution is NOT related to a disaster but I have to file Form 8915F

  • April 15, 2023
  • 1 reply
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My retirement distribution is NOT related to a disaster and I did check the box in the wages and income part. But when I was doing the smart check, I was required to check Form 8915, saying "You indicated there were retirement distributions received in 2022 related to a disaster". And I cannot modify the form.

 

Does anyone know what I should do?

    1 reply

    April 15, 2023

    You need to delete the "Qualified 2020 Disaster Retirement Distribution and Repayment Worksheet"  (8915E wks) to remove the error. Please follow these steps in TurboTax Desktop:

     

    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

     

     

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