topic 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN? in Get your taxes done using TurboTax

2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

georgejur — Thu, 30 Jan 2025 17:49:20 GMT

My spouse and I both took Emergency withdrawals from our retirement plans (not Roth IRA) in 2024 electing for the IRS to take out Federal Taxes at that time. FEMA declared our area as an effected/qualified area of Hurricane Milton. We received our 1099-Rs and entered them into TurboTax. When I got to the screen where it asks if this was as a result of Disaster Relief for 2024 I checked the 'Yes' choice. TurboTax then stated that we could not file yet because they are awaiting an update that could save us more on our return. When will this update be completed so we can file and receive our Tax Refund?

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

MamaK17 — Sat, 01 Feb 2025 23:15:36 GMT

I’m having the same issue…

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

DanaB27 — Tue, 11 Feb 2025 12:19:31 GMT

Please use this tool to look up when your individual tax forms will be available in TurboTax. Select your TurboTax product, "1040 Individual", "Federal", and "8915".

Please see When will my individual tax forms be available in TurboTax? for additional details.

@georgejur

@MamaK17

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

vanesmore2 — Thu, 13 Feb 2025 17:18:32 GMT

Any update when this will be available.

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

georgejur — Thu, 13 Feb 2025 17:25:21 GMT

No update as of 2/13/2025. Frustrating to say the least.

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

MamaK17 — Thu, 13 Feb 2025 22:08:28 GMT

Did you check the comment above by DanaB27? Should be able to file on Feb 20, if it’s accurate.

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

hoppertd — Thu, 20 Feb 2025 21:59:26 GMT

Form 8915 is now available. Yet we are still getting the error message "You'll need to revisit this area "

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

georgejur — Thu, 20 Feb 2025 23:42:16 GMT

Same thing here with me today. This is extremely frustrating. If I uncheck that it is a 2024 qualifying disaster, Turbo Tax allows me to get to the part where I can file my taxes. However, doing so is inaccurate and I'd be potentially selling myself short on my refund. I'm at a loss of how to proceed.

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

Nicolew28 — Fri, 21 Feb 2025 19:30:58 GMT

Same roadblock as of 2/21/25. This is so wild how we're left hanging on this.

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

georgejur — Sat, 22 Feb 2025 00:05:48 GMT

This is beyond unacceptable at this point. Likely my last year using this product.

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

MamaK17 — Sun, 23 Feb 2025 12:31:03 GMT

Form 8915 is marked yes for both ready to print and ready to e-file but yet we’re all being given the same error message insinuating that choosing 2024 for the distribution year is incorrect, when the disaster occurred and the distribution was given in the year of 2024. Any new suggestions @DanaB27 ?

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

MarilynG1 — Tue, 25 Feb 2025 22:55:33 GMT

If you're using TurboTax Desktop, try running a Manual Update to see if that resolves your issue.

For TurboTax Online, close the program, clear your Cache and Cookies and step through the 1099-R section again.

You should be able to indicate a 2024 Disaster Distribution without error.

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

MamaK17 — Wed, 26 Feb 2025 01:41:42 GMT

Tried and still giving same error message.

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

MamaK17 — Wed, 26 Feb 2025 01:50:26 GMT

When the error pops up, unclick the BOX that is checked for QD 2024 - it’s right below the error message. It will remain selected in the lower document where it has the bulleted option of 2023 or 2024. This cleared the error and allowed me to e-file! Hope this helps!

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

hoppertd — Wed, 26 Feb 2025 01:56:55 GMT

That does not help at all since this was for a QD in 2024.

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

hoppertd — Wed, 26 Feb 2025 15:15:46 GMT

I am using the desktop version of Turbo Tax Deluxe 2024. I did the manual update as you suggested. It did not work. After the update complete a message box came up that said "This program might not have installed correctly" and 2 options:

1 Install using compatibility settings.

2. This program installed correctly

I checked see if the program was working. It was not. So I installed again using compatibility settings. That still did not fix the issue. This is an apparently a bug in your software. Please get this corrected.

The Computer is a Dell Precision 3460 Running Windows Professional 11 Version 23H2. Core I7-12700, 32GB RAM. OS build 22631.4860

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

MamaK17 — Wed, 26 Feb 2025 02:27:14 GMT

It kept it selected in the lower document that appears below. And in the review it had the correct amount of distribution received for the 2024 tax year.

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

georgejur — Wed, 26 Feb 2025 11:50:07 GMT

Please explain in detail what you mean if you've found a fix or work around. Thank you

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

MamaK17 — Wed, 26 Feb 2025 17:32:50 GMT

When you do the review and it comes up with the message saying “we can’t file your taxes just yet” - right underneath that is a box that is checked that says QD 2024. Uncheck that box. And it will let you finish up. When I scrolled down to the other form below that has the circles next to 2023 and 2024, it will still show that 2024 is selected, which indicates they are still getting the accurate information that the distribution year was 2024, not 2023.

Re: 2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

Belugs — Thu, 27 Feb 2025 11:15:13 GMT

If this is really a fix, then shouldn't Turbo Tax automatically include form 8915F in your return? when i look at the list of forms included in my return, form 8915F is still missing meaning the IRS is not getting the complete info. I thought form 8915 MUST be filed if a distribution is taken. Can someone from TurboTax please confirm that this fix is risk free.