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1099r - Disaster Distribution Filing

Hi Hope - I appreciate your help. However, I have tried twice now to file my return and it has been rejected. This has never happened before. As per the error message/instructions, I do see that on Line C there is an invalid Fema # showing (COVID). I tried the suggested instructions below with no luck. Any other suggestions? 

 

I also tried removing any information on the 2020 Disaster Distribution page, unchecking the box and then going back and re doing everything. Unfortunately, when I try to correct and then review my return before submitting, the view errors out. Any suggestions before I attemp for a third time?

 

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HopeS
Expert Alumni

1099r - Disaster Distribution Filing

One option is to delete the "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

Once you delete the Form, clear your Cache before reentering the information. See the steps below for clearing Cache.

 

  1. Open or continue your return in TurboTax.
  2. In the left menu, select "Tax Tools" and then "Tools".
  3. In the pop-up window Tool Center, select "Delete a form".
  4. Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
  5. Click on the "Search" on the top and type “1099-R”  
  6. Click on “Jump to 1099-R” 
  7. If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
  8. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  10. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

 

Click on the link below for the steps to clear Cache:

 

How to clear your cache

 

@jl3819 

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1099r - Disaster Distribution Filing

Thank you! It finally worked. I used a different browser as well! 

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