AamilD
Expert Alumni

Retirement tax questions

@gspoteet , please try the following method.

 

There should be a page in the step-by-step section of your return where you can answer the question about disaster distributions with 'No'.  If you entered any Form 1099-R in your return you will have already seen that question one time, but there is another one out there for users who did not enter any Form 1099-R information.

 

Please try the following steps if you are using TurboTax Online to see if the error message will clear:

  • Go to Federal on the left side of the screen
  • Go to Wages & Income at the top of the screen
  • Scroll to the bottom of the section without making any changes and click Wrap Up Income
  • Continue moving forward until you see a question about whether you took a disaster distribution in 2020 and select 'No'
  • Run the Federal Review again to see if the error has cleared

 

Please try the following steps if you are using a CD/downloaded version of TurboTax:

  • Go to Wages & Income at the top of the screen (or Personal > Personal Income)
  • Click I'll choose what I work on
  • Scroll to the bottom of the section without making any changes and click Done with Income
  • Continue moving forward until you see a question about whether you took a disaster distribution in 2020 and select '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 repeat the steps for the Deductions & Credits section of your return until the question is located.