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mdietz1
New Member

Federal Information Worksheet: Disaster distributions

When I go to submit my taxes, it says I have one entry that needs to be reviewed and it keeps taking me to a screen that says "Check This Entry" and the disaster distribution section is checked on it. Is this for COVID? If so, how do I get rid of this? Here is what it says: FEDERAL INFORMATION WORKSHEET: DISASTER DISTRIBUTIONS - YOU CAN'T FILE JUST YET DUE TO DISASTER TAX RELIEF LAWS PASSED BY CONGRESS. THIS MAY MEAN A BETTER TAX OUTCOME FOR TAXPAYERS LIKE YOU WHO TOOK OUT QUALIFIED DISASTER DISTRIBUTIONS (note: I did not take out any distributions between 2018 and 2020! Only distributions were from the government which I noted already on the return!) BETWEEN 2018 AND 2020. WE CAN KEEP WORKING ON YOUR TAX RETURN AND WE'LL LET YOU KNOW WHEN WE CAN HELP YOU FINISH UP YOUR TAXES. I already selected No when asked about this in the 1099-R but this still keeps popping up. Please help, thank you

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24 Replies

Federal Information Worksheet: Disaster distributions

No it is not for stimulus checks.   The question about a disaster distribution is asking if you took money out of a retirement account. like a 401k or an IRA.      It has nothing whatsoever to do with stimulus checks you received.

 

TO REMOVE A FORM IN ONLINE TURBOTAX

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/view-delete-forms-turbotax-onl...

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
mdietz1
New Member

Federal Information Worksheet: Disaster distributions

okay, thank you. i tried removing the form but it still keeps popping up. I’ve cleared and started over twice now but again it keeps popping up and I can’t file without getting passed the form. Not sure what to do at this point because I don’t even have a retirement account or an IRA. 

Federal Information Worksheet: Disaster distributions

To call TurboTax customer support

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

Customer support is available from 5 a.m. to 9 p.m. Pacific time daily

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
rosalesucan
Returning Member

Federal Information Worksheet: Disaster distributions

Did you get any help ? I’m having the same problem. Thanks 

Federal Information Worksheet: Disaster distributions

This seems to have been happened last year too. I too am having the same issue. Even though I have already paid my fee's >.< I am considering going with H&R block this year. TT will continue to blame us even though it's an issue with their software. A quick google search and you will find hundreds, if not thousands of people having the same issues...

Federal Information Worksheet: Disaster distributions

Has anyone found out any information regarding this error?  This is SUPER FRUSTRATING.  I've called TurboTax and can't get a straight answer out of anyone.  Half of the people I talk to act as though they've never heard of this issue and are blaming the government and the other half admit that it's a software glitch, but don't have any updates.  It was supposed to be fixed on January 22nd.

 

Any news would be appreciated.

Federal Information Worksheet: Disaster distributions

Few articles I found from last year - Some people said that it worked, others said it had not (including myself).

 

Delete the form 1099R summery in tools - This did not work, still kept getting the same error...

 

  1. Go to "Wages & Income"

  2. Scroll down to "Retirement Plans and Social Security

  3. Open "IRA, 401(K) Pension Plan Withdrawals(1099-R)"

  4. Select "Continue" (you don't need to add any income forms)

  5. Question: "Have you ever taken a disaster distribution before 2021?"

  6. Answer: "Yes"

  7. Question: "Did either of you take a disaster distribution at any time between 2018 and 2022?"

  8. Answer: "No"

This did not work for me either... but may work for you?

 

Federal Information Worksheet: Disaster distributions

rosalesucan
Returning Member

Federal Information Worksheet: Disaster distributions

I tried all that and didn’t work for me either, I read some comments from last year that clearing the form and starting over helped, but I already paid so I can’t clear it. 

Federal Information Worksheet: Disaster distributions

I’m contemplating  creating a whole new account and redo my whole taxes over again I don’t understand how they can’t  fix the issues if they know it’s happening I’ve been waiting patiently , customer service couldn’t even fix it we tried to find a form that I don’t even have to delete , was told wait on the email saying it’s fixed .

Federal Information Worksheet: Disaster distributions

I cleared my whole return and re did it and it worked make sure you don’t  check the disaster relief yes box , I seen someone else’s on here post that and it worked for me give it a try

Federal Information Worksheet: Disaster distributions

How do you wipe it clean?  Just delete everything or do you have to uninstall and reinstall?

Federal Information Worksheet: Disaster distributions

How do you wipe it clean?  Just delete everything or do you have to uninstall and reinstall?

Val1999
New Member

Federal Information Worksheet: Disaster distributions

This is insane! I have tried everything everyone recommended and it still does not work.

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