topic Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster in Retirement tax questions

Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

vcastell — Mon, 10 Feb 2025 17:42:45 GMT

I had an early distribution from my 401k due to a qualified disaster in 2024 and I am unable to proceed in providing more information and the FEMA disaster number. I receive the below message.

Unfortunately, changes related to qualified disaster distributions and repayments weren't ready in time for us to include them in this release. Please revisit this area later.

When will this functionality be available? It is preventing me from completing my taxes for 2024.

Thanks

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

RobertB4444 — Mon, 10 Feb 2025 20:18:35 GMT

You can check using this tool here in order to find out when individual tax forms will be available.

@vcastell

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

vcastell — Mon, 10 Feb 2025 22:10:58 GMT

Thanks. Looks like the form will be available on Feb. 20th. Let us hope there are no delays.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

craignseansmom — Thu, 20 Feb 2025 14:12:48 GMT

Shows that it should be available today (per yesterday, now it shows as available) but still getting the exact same message -

Unfortunately, changes related to qualified disaster distributions and repayments weren't ready in time for us to include them in this release. Please revisit this area later.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

SaltySeay — Thu, 20 Feb 2025 16:15:45 GMT

I am having the same issue. What form exactly are we waiting on?

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

craignseansmom — Thu, 20 Feb 2025 16:26:51 GMT

It is form 8915-F Qualified Disaster Retirement Plan... It was previously showing it would be available today. Today it shows it is there, but still getting the same message when trying to finalize. :(

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

kemil — Thu, 20 Feb 2025 17:51:06 GMT

I get the same error. Do we know when Turbotax will upload the form

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

DoninGA — Thu, 20 Feb 2025 18:04:19 GMT

@kemil wrote:

I get the same error. Do we know when Turbotax will upload the form

The Form 8915-F Qualified Disaster Retirement Plan Distributions and Retirements should be available now.

If you are using the TurboTax desktop editions you will need to update your software.

Click on Online at the top of the desktop program screen. Click on Check for Updates

If you are using the TurboTax online editions, that software is automatically updated.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

kemil — Thu, 20 Feb 2025 18:07:27 GMT

I get the same error. 1099-R: 2024 Disaster Distribution Checkbox - you can't file just yet. This may mean a better tax outcome for taxpayers like you have 2024 Qualified Disaster Distributions.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

craignseansmom — Thu, 20 Feb 2025 18:15:09 GMT

I am using the online edition - nothing to update and getting the same message. Other ideas?

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

SaltySeay — Thu, 20 Feb 2025 18:19:13 GMT

using online and just did another review with the same error.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

DoninGA — Thu, 20 Feb 2025 18:33:01 GMT

@SaltySeay wrote:

using online and just did another review with the same error.

The online edition may not have been updated. It may be the update will happen late today. So check back tomorrow to see if the problem persists.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

kemil — Thu, 20 Feb 2025 18:44:26 GMT

I am using the desktop app, do you know what is going on here?

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

vcastell — Thu, 20 Feb 2025 18:56:06 GMT

I called the support line and they recommended that we wait until Friday afternoon which is Feb 21st. There were updates pushed earlier today but it does not have the released 8915-F form.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

JORDANMASHV — Fri, 21 Feb 2025 10:03:46 GMT

Yeah same thing as before. Turbo tax sux this year. Yall need to look into who ever is doing the IT for yalls stuff.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

craignseansmom — Fri, 21 Feb 2025 14:09:57 GMT

STILL happening. What do we need to do to get this addressed??

Unfortunately, changes related to qualified disaster distributions and repayments weren't ready in time for us to include them in this release. Please revisit this area later.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

kemil — Fri, 21 Feb 2025 17:19:40 GMT

Any update on this? I would like to get my taxes filed, with all the IRS cuts it can be delayed any longer. Please advise. I have never had this issue with TurboTax, I am hoping to continue being a customer.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

SaltySeay — Sat, 22 Feb 2025 14:59:49 GMT

still no change, this is really starting to make me want to go another route.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

vcastell — Sat, 22 Feb 2025 15:10:12 GMT

I hope someone from the Intuit development team reads this post. I called the support line yesterday and wasted one hour on the phone. Explained to the lady on the phone what was the issue. She asked me where I purchased the software. I told her at a retail store. I explained to her that this issue is related to the software since it is missing the 8915-F form. While we are on the phone, I created a new return to see if it might be related because the form was available after the return was returned. It still did not help. I have been a TurboTax customer for a long time but for next tax year I will definitely look elsewhere. Similar to last year, I will have to file my taxes late in March. I come from a software engineering background and Intuit needs to look at current situation and make improvements. At this rate, they will not survive. Good riddance.

Re: Unable to complete my tax filing - Early Distribution from 401K for Qualified Disaster

SaltySeay — Sat, 22 Feb 2025 15:31:15 GMT

I just bought the desktop version and tried it that way and even after all the updates it still gives me the same answer.