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After entering information for 1099-R it asks if I took a 2016 Qualified Disaster Distribution (no). Then it asks about repayment for hurricane distribution. Advice?

This is from my husband's former employer. I didn't report or have any disaster or hurricane distribution. I don't understand why it's asking me or how to get around this. What do I put in the 2 boxes that ask "Repayment made to traditional IRA, Roth IRA, SEP, or SIMPLE plan" & "Repayment made to any other type of retirement plan". We haven't repaid anything & this wasn't disaster related.
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2 Replies

After entering information for 1099-R it asks if I took a 2016 Qualified Disaster Distribution (no). Then it asks about repayment for hurricane distribution. Advice?

What  does this question about hurricane receipt and repayment mean?  We don't live anywhere near where hurricanes occur.

MayaD
Expert Alumni

After entering information for 1099-R it asks if I took a 2016 Qualified Disaster Distribution (no). Then it asks about repayment for hurricane distribution. Advice?

Congress enacted special tax relief to make it easier for retirement plan participants (including IRA owners) to access their retirement funds to recover from disaster losses incurred while living in certain federally declared disaster areas in 2016 and 2017. Per IRS 

 

If the questions don't apply to you just answer No and leave the box blank.

 

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