8519-b

Forum|Forum|4 years ago
January 26, 2022
8 replies
59 views

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

DianeW777

Alumni - Intuit

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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

Alumni - Intuit

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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