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March 27, 2022
Question

Why can't I get passed the Disaster Tax Relief checkbox when efiling? I uncheck it, I keep it checked, nothing changes, and it's forcing me to file by mail at this point?

  • March 27, 2022
  • 1 reply
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I thought it covered the covid stimulus checks we all got in 2020, but it's not working. It keeps it checked even after I uncheck it.

1 reply

March 27, 2022

You need to change you answer at the checkbox.

 

A disaster distribution allowed you to spread a distribution from your pension funds between 2018 and 2020 over three 1040 tax returns.

 

There is a question about a disaster distribution If you entered any Form 1099-R in your return.  There is another question for users who did not enter any Form 1099-R information.

 

The question in the step-by-step section of your return is located after you enter income and before you enter deductions and credits.  In your tax return, that question may not have been answered or the question has been answered Yes.

 

If you did not receive such a distribution or if the full distribution has already been taxed, you may mark No.

 

To return to this question in TurboTax Desktop, follow these steps.

  

  • Go to Federal Taxes / Wages & Income / I'll choose what I work on
  • Scroll down and click on Done with income.
  • Continue moving forward until you see a question about whether you took a disaster distribution in 2020 and answer No.
  • Run the Federal Review  again to see whether the error has cleared.

It does not refer to the Economic Stimulus Payments that were received in 2020 and 2021.  You may access your stimulus check choices by following these steps: 

 

  • Down the left side of the screen, click on Federal.
  • Across the top of the screen, click on Other Tax Situations.
  • At the screen We're almost there… or the screen That's all we need…,  click on Let’s keep going.
  • At the screen Let’s double-check the amount you received, answer the questions and click Continue.

The Recovery Rebate Credit Worksheet can be viewed in the 2021 Federal tax return at Tax Tools / Print Center / Print, save or preview this year's return / Include government and TurboTax worksheets.

 

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