DanaB27
Employee Tax Expert

After you file

Please go to the 1099-R section and verify that you have answered "No" to the disaster distribution questions.

 

Please follow these steps:

 

  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. Verify that the next few disaster questions have "No" selected
  7. Click "Back" until you get to "Have you ever taken a disaster distribution before 2022?" and select "No"

 

If you need additional help please see as xmasbaby0 mentions: How do I connect with a tax expert in TurboTax Live? 

 

 

@Lucytaylor45

 

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