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New Member
posted Jun 7, 2019 5:35:23 PM

I did not have a 2017 disaster distribution from a hurricane in 2017 so why is it asking if I paid any of it back in 2018? My pension is strictly retirement.

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1 Replies
New Member
Jun 7, 2019 5:35:24 PM

These questions get asked of everyone that has a 1099-R distribution in 2018.  Therefore, if they do not apply to you, just answer "no" or leave the answer blank if there is nothing to fill in. 

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, therefore these questions are follow up for those participants.