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March 17, 2025
Question

How and where do indicate that I took a disaster distribution? I took it because of Hurricane Milton

  • March 17, 2025
  • 1 reply
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They already took the federal income tax from my distribution so do I still need to claim it?

1 reply

DawnC
Employee
March 17, 2025

Yes, you need to enter the 1099-R form on your federal return.   You will still owe income tax, but you won't be penalized for an early withdraw if the distribution (up to $22K) was for a federally declared disaster.   After you enter the form, there will be follow-up questions, where you will indicate this was for a federally declared disaster.

 

Where do I enter a 1099-R?   

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