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Retirement tax questions
Did you receive the qualified disaster distribution in 2017 or did you receive it in 2018 (or both)?
You only enter Forms 1099-R that you received. If you only received a 2017 qualified disaster distribution in 2017 and only received a 2017 Form 1099-R, your 2018 tax return will only include Form 8915B which you can prepare by going to the Form 1099-R entry section, indicating that you received no 2018 Forms 1099-R, then indicating that you received a 2017 qualified disaster distribution and entering the requested details from your 2017 Form 8915B.
You only enter Forms 1099-R that you received. If you only received a 2017 qualified disaster distribution in 2017 and only received a 2017 Form 1099-R, your 2018 tax return will only include Form 8915B which you can prepare by going to the Form 1099-R entry section, indicating that you received no 2018 Forms 1099-R, then indicating that you received a 2017 qualified disaster distribution and entering the requested details from your 2017 Form 8915B.
‎June 1, 2019
8:43 PM