Federal Information Worksheet: Disaster distributions

[crerrera11]

@Val1999 

What all have you tried?  I’m really hesitant and deleting EVERYTHING and starting all over.

[LindaS5247]

Some TurboTax Online/Desktop customers may be experiencing an issue when going through the final review and seeing an error check.  

You may be unable to remove the check box from the Disaster Tax Relief section.

We’re currently working to resolve this issue. If you’d like to receive progress updates, please click here.

[Vinnymack2002]

Don’t delete the app or software ,  under tool it say clear and start over and that’s what I did .

[HopeS]

Form 8915A or 8915B was generated based on how you responded to Form 1099-R questions. When you entered a 1099-R it asked you if you received a disaster disbursement from your retirement account.  If you answered yes then TurboTax generated the form for you.  You should delete the 1099-R that generated the questions and then re-enter it. However, make sure to answer 'no' to the disaster disbursement questions this time.

Also, please see the steps below on how to delete the Form 8915A or 8915B if the above explanation did not work :

1. Select Tax Tools from the menu on the left.
2. Then select Tools.
3. When the new menu pops up select Delete a Form.
4. You will see a list of all the forms in your return.
5. Find the form that you want to delete.
6. Select the Form.
7. Click Delete on the right

If the above steps do not work please be aware that TurboTax is aware of this issue and is working to resolve it.  Please review the link below and sign up for notifications if needed.

An issue with Disaster Distribution Box

@mdietz1

[rosalesucan]

Maybe that could be for another version but I'm using the turbotax online and there is no "Tax tools" on the left menu. 

[JohnB5677]

Some TurboTax Online/Desktop customers may be experiencing an issue when going through the final review and seeing an error check.  You may be unable to remove the check box from the Disaster Tax Relief section.

We’re currently working to resolve this issue. If you’d like to receive progress updates, sign up below.

Sign in to get follow up notifications.

[Allie35]

Not sure if this will help you but I was having the exact same problem and I had already paid so I figured I'd have to wait it out.  I must have tried AT LEAST a dozen times if not more from my home computer to fix it with no result.  I tried just  now while on my lunch break FROM MY PHONE and I was able to correct it on my first try.  Could be coincidence but I was able to file and my return is already accepted.   Good luck!

[CriticalDmg]

THIS WORKED! This worked for me!! I was using my laptop to start with. Once things weren't working, I tried my tablet a few days ago, which didn't work either. Maybe that's because it was still in desktop mode? From your advice @Allie35 I used my phone and it worked!!!

Thank you!!

For the others having the same issue on their desktop, try your phone and let us know if it worked for you!

#feelinggood!

[KB328]

I can't seem to get TurboTax to recognize by 2020 Disaster Retirement COVID distribution.  This is my second year paying 1/3.  Per the help instructions, I go to Federal, Wages & Income, IRA, 401(k), Pension Plan Withdrawls, but no option if I did NOT receive a 1099-R.  I think I need Form 8915-F, but can't get it to come up.  Not sure how to get to what I need to report the next 1/3

[ErnieS0]

You, Report your second-year payment on Form 8915-F.

The disaster distribution section appears in IRA, 401(k), Pension Plan Withdrawls.

Here's what to do:

1. Type 1099-R in Search (magnifying glass) in the top right corner
2. Select Jump to 1099-R
3. On "Did you get a 1099-R in 2022?" say NO
4. On "Have you ever taken a disaster distribution before 2022?" say YES
5. On "Did You take a distribution in 2021 due to a non-covid disaster?" say NO
6. On "Did You take a 2020 Qualified Disaster Distribution?" say YES and enter amounts from your 2021 Form 8915F.

@KB328