Does anybody know what the FEMA Disaster number is for COVID that TurboTax is saying I need to enter?

[christjazz1]

I PAID FOR THE EXPERT SUPPORT AND THEY ARENT CALLING AND WHEN AN EXPERT YASMINE TRIED TO HELP, SHE DID NOT KNOW WHAT SHE WAS DOING

[christjazz1]

THE BEGINNING AND END DATE IS STILL REQUIRED AT LEAST WITH MY REVIEW

[christjazz1]

i was finally able to speak to an expert who was actually an expert. What the expert directed me to do was to remove my 2020 1099r because it will be carried over automatically from 2020. I assumed i had to resubmit the 2020 1099r. The disaster issue did not even come up. Its a wrap for 2021 taxes, i feel much better

[Ledigs]

I am still getting the message that I will need to file by mail since I do not have a disaster name to enter into that question.  I do not see a question laid out like you have with the boxes available for 2020 and 2018 or 2019 distributions.  I get a series of questions that ask did I receive a distribution in 2020?  Did I receive a distribution in 2019?  Did I receive a distribution in 2018? And so on.  So do I need to erase my return and start over or what? 

It will not let me e-file unless I put a disaster name, and the spacebar trick does not work.

[DoninGA]

@firewall2 Are you reporting a 2020 Coronavirus-related distribution where you selected to have the distribution spread over three years?  if so, follow this procedure -

You must go to the Retirement Income section of the program for a Form 1099-R to be able to enter your 2nd year of the 2020 distribution -

Click on Federal

Click on Wages & Income

Scroll down to Retirement Plans and Social Security

On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the Start or Revisit button

On the screen Did you get a 1099-R in 2021? Click on NO, if you did not receive a 2021 Form 1099-R in 2022

Answer Yes when asked Have you ever taken a disaster distribution before 2021?

Answer Yes when asked if you took a Qualified 2020 Disaster Distribution

Check the box that this was a Coronavirus-related distribution reported in 2020

In the box 2020 Form 8915-E, line 4, column b - Leave blank or enter a 0

This is not required on a Form 8915-F for a Coronavirus-related distribution

If the 2020 distribution was from an account that was Not an IRA

Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9

2020 Form 8915E, line 9, if you checked the box on that line, enter 0

2020 Form 8915E Line 9 

If the 2020 distribution was from an IRA account

Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17

2020 Form 8915E, line 17, if you checked the box on that line, enter 0

2020 Form 8915E Line 17 

Do not enter anything in the other boxes, leave them blank (empty) or enter a 0

The 1/3 of the amount from the 2020 distribution will be entered on the 2021 Form 1040 Line 4b if from an IRA or on Line 5b if from a retirement plan other than an IRA

After completing the Wages & Income section you will land on a screen Did you take a disaster distribution at any time between 2018 and 2020?

Answer NO since you have already completed the entering the 1/3 of the 2020 distribution.

You can view your Form 1040 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Using the desktop editions click on Forms.  Open the Form 1040

You should not receive the "Needs Review" in the Federal Review section if -

You Leave blank or enter a 0 in the box for 2020 Form 8915-E, line 4, column b

[Altruria]

I just finished doing my 2022 taxes and I took the FEMA three year deduction. On the form, you have to delete the COVID-19 and leave it blank. After that it will still be checked on the box below for the COVID-19. My federal one through in about 20 minutes after I fix that. I am waiting on my state to finish being accepted after six hours!

[mummsie2]

EM-3471-NC - I found it on the FEMA website.