DMarkM1
Expert Alumni

Retirement tax questions

1. Go back into the "Income & Expenses" tab and edit the "IRA, 401K, Pension, Retirement...1099-R" entries.

2. Be sure in the follow on questions concerning "Qualified Disaster Distributions" you enter "NO" for the questions and there are no amounts in any blocks.  

3.  You could even click in the boxes and be sure to hit the "Delete" and Backspace" keys a few times to make sure there are no stray spaces in them. 

4.  You will get questions for you and your spouse, if applicable, and for tax years 2016 and 2017.  So up to 8 questions. 

5.  Once you "Wrap Up Income", you may also get another question about being affected by a disaster. 

6.  Be sure to select "No" as appropriate, there as well.

 

 

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