DanaB27
Expert Alumni

Deductions & credits

I cannot recreate that Form 1099-R with codes 8 and J is triggering a disaster distribution. Please check the follow-up questions that you didn't accidentally select it was a disaster distribution. Also, if you get the 10% early withdrawal penalty calculated then make sure you enter the earnings from box 2a under "Another reason" to get the exception.

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top right and type “1099-R” 
  3. Click on “Jump to 1099-R”
  4. Click "edit" to review your Form 1099-R and the follow-up questions
  5.  Click "Continue" on the “Review your 1099-R info​​​​​​​” screen
  6. Answer "No" to the "Have you ever taken a disaster distribution before 2022?" screen
  7. Continue until "Did you use your IRA to pay for any of these expenses?" screen and enter the amount from box 2a under "Another reason" since you are over 59 1/2 

@hollymolly123 

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