Question

Federal Information Worksheet: Disaster distributions

Forum|Forum|3 years ago
January 22, 2023
6 replies
0 views

When I go to submit my taxes, it says I have one entry that needs to be reviewed and it keeps taking me to a screen that says "Check This Entry" and the disaster distribution section is checked on it. Is this for COVID? If so, how do I get rid of this? Here is what it says: FEDERAL INFORMATION WORKSHEET: DISASTER DISTRIBUTIONS - YOU CAN'T FILE JUST YET DUE TO DISASTER TAX RELIEF LAWS PASSED BY CONGRESS. THIS MAY MEAN A BETTER TAX OUTCOME FOR TAXPAYERS LIKE YOU WHO TOOK OUT QUALIFIED DISASTER DISTRIBUTIONS (note: I did not take out any distributions between 2018 and 2020! Only distributions were from the government which I noted already on the return!) BETWEEN 2018 AND 2020. WE CAN KEEP WORKING ON YOUR TAX RETURN AND WE'LL LET YOU KNOW WHEN WE CAN HELP YOU FINISH UP YOUR TAXES. I already selected No when asked about this in the 1099-R but this still keeps popping up. Please help, thank you

X

xmasbaby0

Employee

No it is not for stimulus checks. The question about a disaster distribution is asking if you took money out of a retirement account. like a 401k or an IRA. It has nothing whatsoever to do with stimulus checks you received.

TO REMOVE A FORM IN ONLINE TURBOTAX

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/view-delete-forms-turbotax-online/L7SZhwCHv_US_en_US?uid=ld24j691

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

M

mdietz1Author

okay, thank you. i tried removing the form but it still keeps popping up. I’ve cleared and started over twice now but again it keeps popping up and I can’t file without getting passed the form. Not sure what to do at this point because I don’t even have a retirement account or an IRA.

X

xmasbaby0

Employee

To call TurboTax customer support

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

Customer support is available from 5 a.m. to 9 p.m. Pacific time daily

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

C

CriticalDmg

This seems to have been happened last year too. I too am having the same issue. Even though I have already paid my fee's >.< I am considering going with H&R block this year. TT will continue to blame us even though it's an issue with their software. A quick google search and you will find hundreds, if not thousands of people having the same issues...

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crerrera11

Has anyone found out any information regarding this error? This is SUPER FRUSTRATING. I've called TurboTax and can't get a straight answer out of anyone. Half of the people I talk to act as though they've never heard of this issue and are blaming the government and the other half admit that it's a software glitch, but don't have any updates. It was supposed to be fixed on January 22nd.

Any news would be appreciated.

C

CriticalDmg

Few articles I found from last year - Some people said that it worked, others said it had not (including myself).

Delete the form 1099R summery in tools - This did not work, still kept getting the same error...

Go to "Wages & Income"
Scroll down to "Retirement Plans and Social Security
Open "IRA, 401(K) Pension Plan Withdrawals(1099-R)"
Select "Continue" (you don't need to add any income forms)
Question: "Have you ever taken a disaster distribution before 2021?"
Answer: "Yes"
Question: "Did either of you take a disaster distribution at any time between 2018 and 2022?"
Answer: "No"

This did not work for me either... but may work for you?

C

CriticalDmg

https://www.reddit.com/r/TurboTax/comments/10ii1l2/is_anyone_else_having_this_issue/ -- people having the same issue

V

Val1999

This is insane! I have tried everything everyone recommended and it still does not work.

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crerrera11

@Val1999

What all have you tried? I’m really hesitant and deleting EVERYTHING and starting all over.

LindaS5247

Some TurboTax Online/Desktop customers may be experiencing an issue when going through the final review and seeing an error check.

You may be unable to remove the check box from the Disaster Tax Relief section.

We’re currently working to resolve this issue. If you’d like to receive progress updates, please click here.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

A

Allie35

Not sure if this will help you but I was having the exact same problem and I had already paid so I figured I'd have to wait it out. I must have tried AT LEAST a dozen times if not more from my home computer to fix it with no result. I tried just now while on my lunch break FROM MY PHONE and I was able to correct it on my first try. Could be coincidence but I was able to file and my return is already accepted. Good luck!

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CriticalDmg

THIS WORKED! This worked for me!! I was using my laptop to start with. Once things weren't working, I tried my tablet a few days ago, which didn't work either. Maybe that's because it was still in desktop mode? From your advice @Allie35 I used my phone and it worked!!!

Thank you!!

For the others having the same issue on their desktop, try your phone and let us know if it worked for you!

#feelinggood!

K

KB328

I can't seem to get TurboTax to recognize by 2020 Disaster Retirement COVID distribution. This is my second year paying 1/3. Per the help instructions, I go to Federal, Wages & Income, IRA, 401(k), Pension Plan Withdrawls, but no option if I did NOT receive a 1099-R. I think I need Form 8915-F, but can't get it to come up. Not sure how to get to what I need to report the next 1/3

E

ErnieS0

You, Report your second-year payment on Form 8915-F.

The disaster distribution section appears in IRA, 401(k), Pension Plan Withdrawls.

Here's what to do:

Type 1099-R in Search (magnifying glass) in the top right corner
Select Jump to 1099-R
On "Did you get a 1099-R in 2022?" say NO
On "Have you ever taken a disaster distribution before 2022?" say YES
On "Did You take a distribution in 2021 due to a non-covid disaster?" say NO
On "Did You take a 2020 Qualified Disaster Distribution?" say YES and enter amounts from your 2021 Form 8915F.