Pension from SEIU

quentinmaria — Tue, 14 Apr 2020 01:36:54 GMT

Why is it asking if I have returned the qualified disaster distribution.

Re: Pension from SEIU

DaveF1006 — Tue, 14 Apr 2020 02:07:30 GMT

Check your 1099R entries to see if you indicated the following:

Did XXX take a 2016 Qualified Disaster Distribution. Check to see if you indicated yes because if you did, it will ask if you repaid the distribution. if you didn't take a 2016 Qualified Disaster distribution, say no. if you filed a joint return, it will ask if your spouse took a 2016 Qualified Disaster Distribution. Answer this with a yes or no answer.
It will ask the same set of questions for both of you for 2017. Answer these as if you did not take a qualified disaster distribution unless you did. Ignore the questions when it asks about repayment.