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JTravis
New Member

Form 1099-R for Qualified Hurricane distribution has given me the message that I need to "obtain an update" before filing. What does this mean?

 
1 Reply
LinaJ2018
Intuit Alumni

Form 1099-R for Qualified Hurricane distribution has given me the message that I need to "obtain an update" before filing. What does this mean?

That means we are still waiting for the IRS updates.  

If you were adversely affected by Hurricane Katrina, Rita, or Wilma, and received a distribution from 401(k)s and similar employer-sponsored retirement plans, IRS allows you to file a Form 8915 Qualified Hurricane Retirement Plan Distributions to receive favorable tax treatments.   If you need to file this form, per IRS e-filing, it is expected to be available 3/15/2018.  Please see IRS Forms.  If you do not want to wait for IRS updates, you can file without the Form 8915 and amend later when the form is finalized and becomes available. 

 

However, if the form does not apply to you, simply remove it from the program. 

To delete the form in the TurboTax online version:

1.  Sign into your account, select Take me to my return

2.  On your left, Select Tax Tools / drop down menu

3.  Select Tools

4.  Under Other helpful links, choose Delete Form 8915 and Continue with My Return to proceed

 

 

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