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Level 2
posted Sep 10, 2024 6:34:46 AM

Qualified Disaster Distribution

I have received multiple 2023 1099-Rs that include distributions associated with two separate qualified disasters in 2022. The issue I am running into is that Turbotax online only allows me to enter one qualified disaster and applies it to all of the 1099-Rs. In other words, Turbotax forces all of the 1099-Rs to have the same qualified disaster. When I change the qualified disaster for one 1099-R, Turbotax automatically updates the other 1099-Rs to match. This is obviously an error in the software. How do I get around this to make it work? Thanks.

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1 Replies
Level 15
Sep 10, 2024 10:00:04 AM