turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

turnrod
Returning Member

Qualified Disaster Distribution

I have distributions from my IRA due to two qualified disasters in 2023; however, Turbotax online only lets me identify one qualified disaster for the 1099-R associated with this IRA. How do I add the second qualified disaster in Turbotax?

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JotikaT2
Employee Tax Expert

Qualified Disaster Distribution

It depends.

 

Was the IRA distribution reported on one 1099-R or on separate 1099-R forms?

 

If it was only on one 1099-R, you would only be able to designate one FEMA disaster zone on the screen titled "Which disaster affected...in 2023?".

The next screen will ask you "How many disaster distributions did you take in 2023?".  You can enter the number of distributions taken on this.

 

 

If the distribution was reported on different 1099-R forms, you will be able to specify the type of disaster it was on the input screens for each 1099-R form you report.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies