Skip to main content
March 24, 2022
Question

In the 'Federal Information Worksheet: Disaster Distributions' section, the only edit-able thing is a checked box for 'Disaster Tax Relief' by page 3. Why won't it file?

  • March 24, 2022
  • 1 reply
  • 0 views
The description says 'Check if you took a disaster distribution between 2018 and 2020', but whether I leave the box checked or unchecked, it just takes me back to the same 'Fix Federal Return' page. Am I doing something wrong?

1 reply

March 24, 2022

This may help.

 

I was able to report No for the second question Did you take a disaster distribution at any time between 2018 and 2020? after the section Wages & Income and before the section Deductions & Credits.

 

I do not know what kind of distribution you are reporting but I was able to report Qualified 2020 Disaster Distributions From Retirement Plans (Other than IRAs) in Part II from the 2020 8915-E, and:

 

  • I did not repay any 2020 Qualified Disaster Distribution in 2021.
  • I did not report a disaster distribution in 2017, 2018 or 2019.
  • I reported No for the second question Did you take a disaster distribution at any time between 2018 and 2020? after the section Wages & Income and before the section Deductions & Credits.

The intent is for you to see the 1/3 spread over the three years:

 

  • Included on the 2021 Federal 1040 tax return line 5b,
  • Not included on the 2021 Federal 1040 tax return line 5a, and
  • In Part II of Form 8915-F on lines 12, 13 and 15.

@dword2

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