Hurricane milton

[Yosmte]

I did not file for damage due to hurricane Milton in 2024 as I needed to access monies from my 401K. I have entered the monies removed to do repairs to my home. TurboTax is asking if I took relief in 2024 which I did not. TurboTax continues to show “needs review” for the 1099 section but is not allowing edits or indication of damage from the hurricane. How do I approach this? 

[AmyC]

If you are trying to spread your 1099-R over 3 years for the money taken from your 401k, there must be a disaster linked to it. The Form 8915-F must be in the return for the forms to connect.

Follow these steps:

1. Review your Form 8915-F is complete 
   1. location in disaster area
   2. main home
   3. 401k distribution within allowed time frame - between Oct 5, 2024 and April 4, 2025
2. Edit your 1099-R, continue through all of the questions. 
3. Be sure to answer yes to disaster related
4. continue through to end of questions.

To print or view  your forms, including all worksheets:

• In desktop, switch to Forms Mode. 
• For online:
  1. On the left side, select  Tax Tools
  2. Select Print center
  3. Select Print, save or preview this year's return
  4. If you have not paid, select pay now.