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georgejur
New Member

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

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?

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