@aredrose101 wrote:
how can I check if I spread my disaster distribution from my 401k over 3 years? I seriously don't recall. when I check my last years tax return the only form I see is 5329. Please help I cant finish filing because I'm getting the message "You cant file just yet due to disaster tax relief laws passed by congress"
If your 2020 tax return did not include a Form 8915-E then you did not request to have the 2020 distribution spread over three years due to Coronavirus-related issue.
Try this procedure so that you can file your 2021 tax return if you did not have a disaster distribution or you did not spread a 2020 distribution from a retirement account over three years.
If you did not take a disaster distribution from your pension funds between 2018 and 2020, there may be a question that needs to be reviewed. Follow these steps.
- Go to Federal / Wages & Income.
- Scroll down to Wrap up income.
- Continue.
- At the screen Did you take a disaster distribution at any time between 2018 and 2020? answer No.
Now watch the headings under Federal closely.
- When you are in Deductions & Credits.
- Scroll down and click on Wrap up tax breaks.
- Then you are in Other Tax Situations.
- Scroll down and click on Let's keep going.
- Continue through to Federal Review.
If you've tried the previous steps and you did not resolve the question about the disaster distributions in 2020, then try the steps listed below
Go to Wages & Income
-
Scroll down to "Retirement Plans and Social Security
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Select IRA, 401(K) Pension Plan Withdrawals(1099-R) = Continue (you don't need to add any income forms)
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Have you ever taken a disaster distribution before 2021? = Yes (even if you didn't)
-
Did either of you take a disaster distribution at any time between 2018 and 2022? = No
