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Level 1
February 25, 2026
Question

is this important

  • February 25, 2026
  • 1 reply
  • 4 views

At the end tax was popped and can't fixed what this?

- You can't file just yet. This may mean a better tax outcome for taxpayers like you who have 2024 Qualified Disaster Distributions. We can keep working on your tax return and we'll let you know when we can help you finish up your taxes.

Thank for help!

1 reply

RogerD1
Level 6
February 27, 2026

If you were in a Federally declared disaster area in 2024, you would have been allowed to remove up to $22,000 from a retirement plan penalty-free and spread the taxes over three years.  If you did elect to do this, you would need to report 1/3 of the withdrawal in 2024, 2025 and 2026 using Form 8915-F.

 

If this does apply to you:

  1. Go back to the Income section in the Federal tab and select Add/Edit for IRA, 401(k) and pension plan withdrawals.
  2. Click Done on the 1099-R summary page
  3. "Have you ever taken a disaster distribution before 2025??" will be on the next screen.  If you did take a disaster distribution select Yes  (if you didn't take a disaster distribution in a prior year, select no and you'll be done.
  4. TurboTax will guide you through the rest of the information that may be needed.  If you filed with TurboTax in 2024, much of the information should be pre-populated from you 2024 return.

The message you had received was due to the form not being available at that time, but it is available now so that you will be able to file your return.

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Level 2
March 10, 2026

Still not ready fore after updating the app. Says I still need to review my 1099-R for disaster relief. Grrr. When will this be updated. I paid for deluxe already a month ago .

Level 15
March 17, 2026

Please use the following steps to try removing background debris unseen. Close your return before you begin.

 

Try clearing the cookies and cache because it handles many issues that seem nonsensical on a regular basis with online activity. Watch to be sure you are selecting 'all time' as example.  Do not use selections like 'last hour' for those browsers that give  you options.

Once this is complete open your return and try again. Follow the steps provided by @RogerD1 above.

 

If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates.

 

Please update here with additional details if you have the same experience.

 

@cheercoachtor 

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