- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
The one third portion of the qualified disaster distribution from your retirement in 2020 can be added to your tax return. Use the following information and have your 2020 Form 8915-E available for the necessary information.
- Wages & Income > Retirement Plans and Social Security >
- IRA, 401(k), Pension Plan Withdrawals (1099-R) > Start, Revisit or Update > Continue
- Answer Yes 'Have you ever taken a disaster distribution before 2021?'
- Answer Yes, 'You had a 2020 Qualified Disaster Distribution'
- Complete the Information using your 2020 Tax return > Continue
- Enter any amount you may have repaid in 2021
- Finish the entry for your spouse if applicable or just click Continue
- Complete any additional retirement questions as you move through this section
- Continue until you have finished and returned back to the Wages & Income Screen.
- Do NOT stop and change sections without completing it.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 24, 2022
9:22 AM