We have a 1099-R distribution, and TurboTax is asking if it was for a qualified disaster. It's not, so I selected "No," but now it's asking what kind of disaster it was?

Forum|Forum|7 years ago
June 6, 2019
27 replies
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TurboTax asks "Was this a Qualified Disaster Distribution?" I selected "No, this was not a Qualified Disaster Distribution." When I click Continue, it asks "Is this a qualified distribution for the purchase or construction of a main home in certain disaster areas?" and I selected "No, this is not a qualified distribution." When I select Continue, it says "What type of disaster affected Clint in 2017?" and then underneath that "For the Qualified 2017 Disaster Distribution Clint reported, we need to know what type of disaster you were affected by." Then it is telling me to select hurricanes, wildfires, etc. I feel like this must be a glitch, but how can I get it fixed? I've gone back many times and confirmed what options I selected, and I selected exactly what I said above. I don't see a way to report this. The only option to talk to TurboTax customer support appears to cost $80, which I'm not going to pay when it appears to be a technical issue on their end. Any advice would be greatly appreciated.

TurboTax Free Edition Online

Best answer by RachelW33

TurboTax is aware of this issue and is currently working on a solution.

As a workaround, you can answer "no" to the question "Was this a Qualified Disaster Distribution?" and when asked "What type of disaster affected you in 2017?" leave the selection blank and hit continue. This will not affect any calculations and you will be able to E-file.

Please check out the TurboTax FAQ below for more details and to sign up if you would like to receive updates on this issue:

https://ttlc.intuit.com/replies/7253580

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outlaw46

Level 2

Same issue, except an additional problem. Mine is a Roth distribution and should not be taxed. So, if I use the work-around, I will pay taxes twice (when the money was earned and when it was withdrawn).

communitymember

Level 2

Same issue

rosimccoy

Level 2

Same issue. Followed suggested advice of answering "NO" to question of Was this a Qualified Disaster. And left type of disaster. HOWEVER: Tax Return generates a 8915B which cannot be deleted and does NOT allow me to efile. I am so freakin frustrated and finding no answers except that this is a glitch and it is being worked on. Come on...it's March 6th. It's not like this is a recently discovered problem.

cartismandua

Level 2

I ran smack into this problem last night. I answered "No" and ended up in a 2017 Hurricane Disaster relief turmoil. I have sought out sanctuary by deleting TurboTax and deciding to file hard copy. Good luck to you all.

mw374

Level 2

Exact same issue. If this can't be fixed quickly I will have to file using another system.

Pebbles2

Level 3

Same issue. Appeared after an update

ccobb720

Level 2

Same issue. Answering no and leaving type of disaster blank defaults to hurricane disaster distribution. I’m using the online version. Turbo Tax can’t be trusted.

corvetteronw

Level 2

I am really unhappy with Turbo Tax because of this and other goofy things. I will not be using this company next year!

user5135616941

Level 2

I need to go back.

Gus49

Level 2

I had the same problem-I just kept clicking no several times and it finally went to the next page.

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