Why do I keep getting taken back to “did you take a disaster relief withdrawal ?”

[SabrinaD2]

This issue may arise because disaster relief withdrawals must be consistently addressed in tax forms. Typically, the questions in TurboTax about disaster relief are based on information reported on Form 1099-R.

Here’s what might be happening:

• If you have said yes to a disaster relief withdrawal before, the software checks to make sure all the forms and fields are correct.
• Data from Form 1099-R:Information in Form 1099-R may include disaster-related distributions, prompting additional questions for accuracy.
• Unfinished or Incomplete Entries: Specific details in Form 8915-E or Form 8915-F, which handle disaster-related distributions, might be incomplete or need verification.

Here's a step-by-step guide to help resolve this:

1. Log In to Your Account and access your tax return.
2. Go to Income Section:
3. Navigate to Retirement Plans and Social Security 1099 section.
4. Delete 1099-R form:
   1. Click trash can next to 1099-R
   2. Click Edit/Add and add back the 1099-R.
   3. Next, ensure the disaster-related questions are answered accurately.
5. Check Disaster Relief Distribution Questions: When prompted, confirm whether you took a disaster-related withdrawal and review the details for accuracy.

If error still persist, Delete and Re-enter Forms (if needed):

• If you’re stuck in a loop:
  • Go to Tax Tools > Tools in the left-hand menu.
  • Select Delete a Form and remove Form 8915-E or related entries.
  • Return to the Wages & Income section and re-enter the 1099-R information and reanswer questions

Complete and Review:

• Double-check all disaster-related questions to ensure they are consistent.