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Retirement tax questions
Yes, I also went to the SMART Worksheet on my 1099R, elected the Qualified Disaster box for 2024 and then moved to Form 8915-F and filled out the rest of the requested information (FEMA number, dates, and also the date of the distribution). At that point Turbo Tax assisted in completing the 3 year spread of the IRA distribution, resulting in a tax deduction for 2024.
Thanks Turbo Tax.
March 6, 2025
9:26 AM