turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

menaught
New Member

Turbotax is telling me that one of my 1099-R forms is for a qualified disaster distribution, even though I've indicated that it is not.

I've clicked the "No, this was not a Qualified Disaster Distribution" (for 2017) and "No, this is not a qualified distribution" buttons, but it then asks me (1) what type of disaster it was, (which I left blank), (2) Do I want to "Pay tax on the entire distribution in 2018" (which I checked) and also includes the line "Note: Since you repaid all taxable distributions, you should make this election to avoid needing to file this form in future years".
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MarilynG
Expert Alumni

Turbotax is telling me that one of my 1099-R forms is for a qualified disaster distribution, even though I've indicated that it is not.

You were correct to leave the 'type of disaster' blank. Uncheck the box 'do you want to pay tax on the entire distribution in 2018?'.

Continue through to the end of the section, leaving everything blank (no $0's), except to answer NO to 'did you take a disaster distribution in 2017' (you may get the same questions for 2016, and if married, for both you and your spouse). 

This (although somewhat confusing) is the IRS implementing the Disaster Relief Bill special considerations for Disaster Distributions.

Here's more info:

https://www.irs.gov/retirement-plans/disaster-relief-bill-includes-retirement-plan-distribution-and-...

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies