Under income, "IRA, 401(k), Pension Plan Withdrawals (1099-R)" says under review and won't clear. no matter how many times i answer the questions it asks me (no, I didn't get a 1099-R form in 2021 nor took disaster relief before 2021).
When I go to Federal Review, I get an error because "Diaster Tax Relief" is checked. However, I already went to wages & income and selected 'no' under the disaster distribution in 2020. I have also deleted the 1099-R form in tools, as I haven't received one. Please advise on how to resolve this issue. Thanks.
Let's try to clear that out of there.
Go to Wages & Income
Scroll to the bottom of the section without making any changes.
Click I'll choose what I work on click Done with Income
Continue moving forward until you see a question about whether you took a disaster distribution in 2020 = No
Run the Federal Review again to see if the error has cleared
If you have tried these steps and you did not see a question about the disaster distributions in 2020, then try the steps listed below
Go to Wages & Income
Scroll down to "Retirement Plans and Social Security
Select IRA, 401(K) Pension Plan Withdrawals(1099-R) = Continue (you don't need to add any income forms)
Have you ever taken a disaster distribution before 2021? = Yes
Did either of you take a disaster distribution at any time between 2018 and 2022? = No
You should be able to e-file after answering the two disaster distribution questions in this manner.
Let's try to clear that out of there.
Go to Wages & Income
Scroll to the bottom of the section without making any changes.
Click I'll choose what I work on click Done with Income
Continue moving forward until you see a question about whether you took a disaster distribution in 2020 = No
Run the Federal Review again to see if the error has cleared
If you have tried these steps and you did not see a question about the disaster distributions in 2020, then try the steps listed below
Go to Wages & Income
Scroll down to "Retirement Plans and Social Security
Select IRA, 401(K) Pension Plan Withdrawals(1099-R) = Continue (you don't need to add any income forms)
Have you ever taken a disaster distribution before 2021? = Yes
Did either of you take a disaster distribution at any time between 2018 and 2022? = No
You should be able to e-file after answering the two disaster distribution questions in this manner.
This worked for me! Thank you for taking the time to reply.
I’ve tried both options, neither of them worked. It pulls me back to the review and says Federal Information Worksheet: Disaster distributions - You can't file just yet due to disaster tax relief laws passed by Congress. This may mean a better tax outcome for taxpayers like you who took qualified disaster distributions between 2018 and 2020. We can keep working on your tax return and we'll let you know when we can help you finish up your taxes. I uncheck the box and it loops right back again. Over and over.
Some TurboTax Online/TurboTax Desktop customers may be experiencing this situation when going through the final review and seeing an error check. You may be unable to remove the check box from the Disaster Tax Relief section.
See Sign up for updates to be notified when this issue is resolved.
This worked for me.
Go to Wages & Income
Scroll to the bottom of the section without making any changes.
Click I'll choose what I work on click Done with Income
Continue moving forward until you see a question about whether you took a disaster distribution in 2020 = No
Run the Federal Review again to see if the error has cleared
If you have tried these steps and you did not see a question about the disaster distributions in 2020, then try the steps listed below
Go to Wages & Income
Scroll down to "Retirement Plans and Social Security
Select IRA, 401(K) Pension Plan Withdrawals(1099-R) = Continue (you don't need to add any income forms)
Have you ever taken a disaster distribution before 2021? = Yes
Did either of you take a disaster distribution for year of 2020 = No
Did either of you take a disaster distribution for year of 2019 = No
You should be able to e-file after answering the two disaster distribution questions in this manner.