If this was for a Qualified 2024 Disaster Distribution then this is ready in TurboTax.
Please make sure your software is updated if you use TurboTax Desktop.
- Click "Federal Taxes" on the top and select "Wages & Income"
- Click "I'll choose what to work on"
- Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)"
- Add your Form 1099-R
- Continue through the screens until the " Was this a withdrawal due to a 2023 or 2024 Qualified Disaster?" and select what applies
- TurboTax will walk you through the entries.
If you use TurboTax Online and do not get the disaster distribution questions then please delete the Form 1099-R, then delete cookies and clear you cache before reentering Form 1099-R.
- Login to your TurboTax Account
- Click on the "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R”
- Enter Form 1099-R information
- On the "Do any of these situations apply to you?" screen select "I took out this money due to a qualified disaster"
- Continue until the " Was this a withdrawal due to a 2023 or 2024 Qualified Disaster?" and select what applies
- TurboTax will walk you through the entries.
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