Disaster Distributions

[chbryce]

Turbotax won't let me file my taxes because I received a stimulus check in 2021. This apparently falls under disaster distributions so I'm not allowed to file my taxes right now, and have no idea when I'll be allowed to. I tried to talk with an expert on the phone but they hung up on me before even hearing my concerns. Please help me.

[FangxiaL]

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. 

[FangxiaL]

Here is the screen where you can change your answer:

[Jack721]

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.

[Critter-3]

@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.  

[Jack721]

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

[Critter-3]

correct.

[theflint]

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?

[KrisD15]

To clarify

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

Or something else?

@theflint

[brocoli]

I am in the same situation

[brocoli]

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

[JamesG1]

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

[hnw1717]

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!!

[bobuyentax]

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?

[JamesG1]

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.