Disaster Distributions

The stimulus check has nothing to do with the disaster distributions. If you did not take money out of your IRA or 401(k) or any other retirement plans, you don't need to wait to file your taxes. Go back to the screen where you answered Yes to disaster distribution and change your answer to No. Proceed to file your return. 

Here is the screen where you can change your answer:

So I’m in the same situation. It won’t let me take it out. I go to the review page I go to take it out, I click it it’s empty and then I click continue but it still comes up in the review as being there.

@Jack721 

Did you have a covid distribution in 2020 that you choose to pay the taxes on over a 3 year period?  If so that is what you are waiting on ... that section of the program is not yet functional.  

Ok, understood. So I have to wait on the IRS to make the form available?

correct.

This didn't work. I went back and changed the answer and it did nothing, I still can't file my taxes even though everything is finished and paid for. 

Is there any fix for this?

To clarify

are you also working with a 2020 distribution spread over 3 years? 

Or something else?

@theflint

I am in the same situation

My only solution was to start over! I suggest that rather than trying to amend it because it is a headache

Is the issue the disaster distribution or the third stimulus check?  Please clarify.

Are you able to access the disaster distribution question at:

• Go go Federal / Wages & Income.
• Scroll down to Wrap up income.
• Continue.
• At the screen Did you take a disaster distribution at any time between 2018 and 2020? answer Yes or No.

You may access your stimulus check choices by following these steps: 

• Down the left side of the screen, click on Federal.
• Across the top of the screen, click on Other Tax Situations.
• At the screen We're almost there… or the screen That's all we need…,  click on Let’s keep going.
• At the screen Let’s double-check the amount you received, answer the questions and click Continue.

@brocoli

I am having this exact same issue. Accidentally check "disaster distribution", and despite unclicking and selecting "no" on the 1099-R question repeatedly, I keep being told to review the "checked" disaster distribution box. Ugh!!

This is also happening to me.  I'm stuck and I would prefer to e-file instead of the only option they are giving me which is to print and mail my return.  Is anyone fixing this glitch?

Are you able to view and / or delete a form 8915 at Tax Tools / Tools / Delete a form?

In the Federal 1040 tax return, are you able to access the disaster distribution question at:  

• Go to Federal / Wages & Income.
• Scroll down to Wrap up income.
• Continue.
• At the screen Did you take a disaster distribution at any time between 2018 and 2020? answer No.

Just deleted 8195, same problem.

edit: It fixed after “Wrap Up Income” screen when it asked again after the crypto question. Thank you!!

I did all that and it does not fix the problem.  Even though I answer "no", once I go to final review the box "yes" is again checked. There seems to be no way to get it to stay unchecked.  I also tried removing the forms that someone else suggested, but that also didn't work.

@bobuyentax

Another option would be to clear and start over if you are unable to proceed without that form.  This should allow you to proceed and continue to e-file.  To do this, please see the Help Article here.  

I went through it one more time redoing everything in the personal info and income sections and this time it was accepted!

This is what I did and am waiting for the functionality to get up and running.  Was the functionality not running last year?  Because we can pay the taxes of the distribution over 3 years, I just claimed 1/3 of the total distribution in 2020 and paid 33.33% of the taxes last year.  I was planning to pay another 1/3 this year and in 2022 to complete the process.

Nope! I've tried at least 100 times and it keeps looping to "needs review".  I've spent the last two nights, hours on end on the phone and in a chat with turbo tax!!! their software is terrible for this! it won't save the **bleep** unchecked correction!!!! they even viewed my computer screen multiple times and still can't figure it out. the best they found is that when that box is selected (I never selected the box to begin with), it creates an automatic 1099-r form in your tax tools. I've gone in there multiple times to delete that form with them and it keeps auto populating! their tech team can't solve it, and they have no work around for it as of right now besides print out the taxes and mail them in (what a great solution), or delete everything and start over. Problem is that even if I delete everything I have no guarantee that it won't repopulate! I have no clue how that box even got selected! 

same! perpetual looping!! terrible software

This worked and it’s filed. Thank you..

I also was caught in this hellish eternal loop of unchecking the box only to find it checked again on review. I finally succeeded after about 20 times by going completely through the personal information and income sections once again and answering every possible question. I'm not sure why it finally fixed the problem, but it might have something to do with making sure you "visit" and answering no to every possible income situation, including crypto as another frustrated user suggested. I agree this is a major software glitch that Turbo Tax needs to fix. Good luck!

I've tried this 3 times and it keeps telling me that it needs to be fixed