JamesG1
Expert Alumni

Get your taxes done using TurboTax

What version of TurboTax are you using?

 

Everyone is being asked the question about a disaster distribution.

 

If you entered any Form 1099-R in your return, you have already seen that question.  There is another question for users who did not enter any For 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.

 

AnnetteB6's instructions are to help you find that question and answer No.

 

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

 

If so, IRS Form 8915 will be needed to complete your tax return but that form is not yet available.  See this TurboTax Help.

 

 

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