JohnB5677
Expert Alumni

Retirement tax questions

Let's try to clear that out of there.

 

Go to Wages & Income

  1. Scroll to the bottom of the section without making any changes.

  2. Click I'll choose what I work on click Done with Income

  3. Continue moving forward until you see a question about whether you took a disaster distribution in 2020 = No

Run the Federal Review again to see if the error has cleared

 

If you have tried these steps and you did not see a question about the disaster distributions in 2020, then try the steps listed below

Go to Wages & Income

  1. Scroll down to "Retirement Plans and Social Security

  2. Select IRA, 401(K) Pension Plan Withdrawals(1099-R) = Continue (you don't need to add any income forms)

  3. Have you ever taken a disaster distribution before 2021? = Yes

  4. Did either of you take a disaster distribution at any time between 2018 and 2022? = No

 You should be able to e-file after answering the two disaster distribution questions in this manner.

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