8519-b

Forum|Forum|4 years ago
January 26, 2022
1 reply
6 views

I need help with an issue relating to 8519b Qualified 2017 Disaster Retirement Plan Distributions

DianeW777

Level 15

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larry-jones-1956Author

Level 2

Not my question!

TurboTax has made me pay taxes for 2017 distribution 4 years in a row. 2017, 2018, 2019 & 2020. That is tax on $16,775 4 times. (should have been 3)

How do I get a refund?

While working on my 2021 return TT Premier told me to wait for the new form to come out in April so I can pay the Tax a 5th time.

I need help, I've paid for your product 18 years and you've never helped me before. Maybe today will be different.

DianeW777

Level 15

Would you mind explaining what is causing you to include the same distribution each year? If you had a qualifying distribution for 2017, then it should have been reported one third each year (2017, 2018, 2019).

'Generally, a qualified 2017 disaster distribution is included in your income in equal amounts over 3 years. However, if you elected, you could have included the entire distribution in your income in the year of the distribution."

Please provide more details so I can better help with an answer for you.

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