JulieS
Expert Alumni

Get your taxes done using TurboTax

Please try these steps to fix the rejection issue:
 

  1. Login to your TurboTax Account 
  2. Click on the Search on the top and type “1099-R”  
  3. Click on Jump to 1099-R
  4. If you do not have any 2022 1099-R answer No to "Did you get a 1099-R in 2022?" If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click Continue on the Review your 1099-R info​​​​​​​ screen)
  5. Answer Yes to the Have you ever taken a disaster distribution before 2022? screen
  6. Answer Yes to Did you take a 2020 Qualified Disaster Distribution?
  7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
  8. On the Which disaster affected you in 2020? screen I selected the blank entry and click Back 
  9. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and continue.


Please let me know if this worked for you.
 

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