Deductions & credits


@sharleenprice wrote:

hey, 3/31 is also the day the free filing ends, so I wont get the discount because of this?


Form 8915-F, Qualified Disaster Retirement Plan Distributions and Retirements is scheduled to be available in TurboTax on 03/24/2022

Go to this TurboTax website for IRS forms availability - https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotax_fed_online_individual.html

 

If you did not take a disaster distribution in 2018 - 2020 or did not have a 2020 distribution due to Covid-19 from retirement account and spread the distribution over 3 years, then try this procedure so that you can file -

 

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