Please follow the steps below to remove Natural Disaster from your return :
How can I remove the Natural disaster relief from previous years?
On my 2021 return, a box got checked on the Federal Information Worksheet that says I have a disaster distribution between 2018 and 2020. The form will not allow me to unclick that box. I only received the covid checks, no disaster distribution. If this can't be removed, what do I need to resolve this?
Try the following steps if you’re using TurboTax Online to see if the error message will clear – note that this is a different procedure than the on above:
Select Federal in the left pane. If you don’t see it, and you’re on a screen that displays the categories Personal Info, Income & Expenses, and others in the center of the screen, select the dropdown to the right of Income & Expenses, then select Review/Edit
Select Income & Expenses in the top banner
Scroll to the bottom of the section without making any changes, and select Wrap Up Income
Continue through the screens until you see a screen that says Did you take a disaster distribution at any time between 2018 and 2020? or something similar. Select 'No, I didn’t,” then select Continue
Run the Federal Review to see if the error has cleared
Part VI on the info worksheet says "Disaster Tax Relief" The box is checked. I did not check it. It will not allow me to uncheck it. I do not want to get audited. Why is it auto checked Turbotax people and how can it be unchecked?
Problem 2 - it will not let me file because it says it is waiting for a form from Congress. Does anyone else get this for the Mac download?
Thank you
To find the disaster tax relief question, try the following steps:
If you have tried these steps and you did not see a question about the disaster distributions in 2021, then repeat the steps for the Deductions & Credits section of your return until the question is located.
Regarding problem 2, what form are you missing?
It allowed me to uncheck it and also cleared up the congress information block which was preventing me from filing. Thanks so much.
One more question though just to be sure. How do I check if I actually did or did not take this tax relief in 2018-2020?
What is the line item called so I can look at my PDF copies of those years. Thanks
For the years in question, Forms 8915-B, 8915-B or 8915-F would reflect qualified disaster retirement plan distributions and repayments. Thus, if you see those in your return, then you likely claimed the tax benefit that accompanied those types of distributions. Absent those forms, it's probably safe to conclude you did not take a disaster distribution.
I am unable to choose "Choose what I do". Just like this person it wont let me unclick the button after i was asked about my IRA which I answered no I have not made any withdrawals. After this questions comes the disaster question which i answered no to again but it still pops up. What do I do?
@Workforlife wrote:
I am unable to choose "Choose what I do". Just like this person it wont let me unclick the button after i was asked about my IRA which I answered no I have not made any withdrawals. After this questions comes the disaster question which i answered no to again but it still pops up. What do I do?
Try this procedure -
If you did not take a disaster distribution from your pension funds between 2018 and 2020, there may be a question that needs to be reviewed. Follow these steps.
Now watch the headings under Federal closely.
I d like to quote this reply hereinafter, and I followed it and removed it.
To find the disaster tax relief question, try the following steps:
I followed this. The box had "update" not start in the box. I answered the question no. This did not work.
@William 6 wrote:
I followed this. The box had "update" not start in the box. I answered the question no. This did not work.
Try this procedure -
If you did not take a disaster distribution from your pension funds between 2018 and 2020, there may be a question that needs to be reviewed. Follow these steps.
Now watch the headings under Federal closely.
If you've tried the previous steps and you did not resolve the question about the disaster distributions in 2020, then try the steps listed below
Go to Wages & Income
Scroll down to "Retirement Plans and Social Security
Select IRA, 401(K) Pension Plan Withdrawals(1099-R) = Continue (you don't need to add any income forms)
Have you ever taken a disaster distribution before 2021? = Yes (even if you didn't)
Did either of you take a disaster distribution at any time between 2018 and 2022? = No
If I did take a disaster relief distribution, how do I resolve this so I can file my taxes?
Review the steps and see the images below. The following steps should be used to enter your COVID qualifying distribution. Do Not enter a FEMA code because this doesn't have one. You must have your Form 8915-E from your 2020 tax return.
If the 2020 distribution was from an account that was Not an IRA
If the 2020 distribution was from an IRA account
Do not enter anything in the other boxes, leave them blank (empty)
After I say yes to the distribution it says You'll need to revisit this area because changes related to qualified distributions were not available. The program will not allow me to file my taxes
If you a took a Disaster Distribution from your retirement account in 2021, the IRS just recently finished updating the qualifying disasters.
Go back through that section so you can indicate which disaster you took a qualified distribution for.
Here's a List of 2021 Qualified Disasters from the IRS.
If this does not apply to you, you can Delete Form 8915-E from your return.
@PB16
I have followed previous guidance on how to move past the disaster relief question but when the program reviews my federal inputs the program is still registering I've selected yes to the disaster relief question on the federal information worksheet. Because I have already paid the turbo tax fees the program will not let me clear my return and start over. I have spoken with two turbo tax agents and we have not been able to move past this question.