2024 Federal Tax Return 1099-R Disaster Withdrawal TurboTax won't let me file yet. WHY? WHEN?

[georgejur]

My spouse and I both took Emergency withdrawals from our retirement plans (not Roth IRA) in 2024 electing for the IRS to take out Federal Taxes at that time.  FEMA declared our area as an effected/qualified area of Hurricane Milton.  We received our 1099-Rs and entered them into TurboTax.  When I got to the screen where it asks if this was as a result of Disaster Relief for 2024 I checked the 'Yes' choice.  TurboTax then stated that we could not file yet because they are awaiting an update that could save us more on our return.  When will this update be completed so we can file and receive our Tax Refund?

[MamaK17]

I’m having the same issue…

[DanaB27]

Please use this tool to look up when your individual tax forms will be available in TurboTax.  Select your TurboTax product, "1040 Individual", "Federal", and "8915".

 Please see When will my individual tax forms be available in TurboTax? for additional details.

@georgejur 

@MamaK17 

[vanesmore2]

Any update when this will be available.  

[georgejur]

No update as of 2/13/2025. Frustrating to say the least. 

[MamaK17]

Did you check the comment above by DanaB27? Should be able to file on Feb 20, if it’s accurate.

[hoppertd]

Form 8915 is now available. Yet we are still getting the error message  "You'll need to revisit this area "

[georgejur]

Same thing here with me today. This is extremely frustrating. If I uncheck that it is a 2024 qualifying disaster, Turbo Tax allows me to get to the part where I can file my taxes. However, doing so is inaccurate and I'd be potentially selling myself short on my refund.  I'm at a loss of how to proceed. 

[Nicolew28]

Same roadblock as of 2/21/25. This is so wild how we're left hanging on this.

[georgejur]

This is beyond unacceptable at this point. Likely my last year using this product. 

[MamaK17]

Form 8915 is marked yes for both ready to print and ready to e-file but yet we’re all being given the same error message insinuating that choosing 2024 for the distribution year is incorrect, when the disaster occurred and the distribution was given in the year of 2024. Any new suggestions @DanaB27 ?

[MarilynG1]

If you're using TurboTax Desktop, try running a Manual Update to see if that resolves your issue.

For TurboTax Online, close the program, clear your Cache and Cookies and step through the 1099-R section again.

You should be able to indicate a 2024 Disaster Distribution without error.

@hoppertd 

@MamaK17 

@georgejur 

@Nicolew28 

[MamaK17]

Tried and still giving same error message. 

[MamaK17]

When the error pops up, unclick the BOX that is checked for QD 2024 - it’s right below the error message. It will remain selected in the lower document where it has the bulleted option of 2023 or 2024. This cleared the error and allowed me to e-file! Hope this helps!

[hoppertd]

That does not help at all since this was for a QD in 2024.