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Turbotax doesn't let me enter multiple disasters on form 8915-F on 2022 return

Turbotax allows me to enter only one disaster on Form 8915-F on my 2022 return. There were 2 more disasters that I was impacted in 2023 in California, which I'd like to report on my 2022 return. Each disaster should reduce the gross IRA distribution subject to 10% penally by about $22K.
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3 Replies
dmertz
Level 15

Turbotax doesn't let me enter multiple disasters on form 8915-F on 2022 return

If TurboTax only allows one disaster distribution per Form 1099-R, you'll need to split the Form 1099-R into two and allocate one disaster distribution to each.  The combined dollar amounts for the split Forms 1099-R must equal the original.

Turbotax doesn't let me enter multiple disasters on form 8915-F on 2022 return

After discussing this with a Turbotax live expert, the issue was deemed Turbotax limitation. The software doesn't allow entering more than one disaster in 8915-F. I was asked to file my taxes with another tax specialist or software. 

dmertz
Level 15

Turbotax doesn't let me enter multiple disasters on form 8915-F on 2022 return

Ah, you are correct that TurboTax does not support multiple disasters on Form 8915-F even though the form itself has places to list multiple disasters.  That's unfortunate.  To use 2022 TurboTax It would take an override on Form 5329 and manually preparing Form 8915-F.  If you choose to spread all of this income over 3 years, that would mean even more overrides.

 

I'm a little confused where you said that you would like to report 2023 disasters on your 2022 tax return.  How can you have 2022 disaster distributions for 2023 disasters?

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