Retirement tax questions


@Leigh Ann82 wrote:

I’m having the same issues. I already paid these taxes with last year being the final year of it. There is no way to delete anything on the app, is this something I need to do from the actual website? 


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.

If you are using the TurboTax desktop CD/Download editions installed on your personal computer, click on Forms.

When in Forms mode locate these forms on the left side of the screen.  Click on the form to open each one and at the bottom of the screen click on Delete Form

 

If you are using the TurboTax online editions -

 

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

Click on Tools

Click on Delete a form