dmertz
Level 15

Retirement tax questions

Ah, you are correct that TurboTax does not support multiple disasters on Form 8915-F even though the form itself has places to list multiple disasters.  That's unfortunate.  To use 2022 TurboTax It would take an override on Form 5329 and manually preparing Form 8915-F.  If you choose to spread all of this income over 3 years, that would mean even more overrides.

 

I'm a little confused where you said that you would like to report 2023 disasters on your 2022 tax return.  How can you have 2022 disaster distributions for 2023 disasters?