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

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

Is the Disaster Distribution between 2018 and 2020 where you enter stimulus payments?

I'm going through the TurboTax (TT) interview again, double checking my work. There's a place in the Personal | Personal Income section where TT asks, "Did either of you take a disaster distribution at any time between 2018 and 2020?" (This is addressing my wife and myself.)

 

We weren't involved in any "qualified disasters", which I took to mean something like a flood, a fire destroying several homes, earthquakes, things of that nature. But now I see this line, "This includes distributions for COVID-19 under the CARES Act in 2020." I missed this before. We did get some stimulus checks last year, related to COVID-19. I had been selecting No, because I was only thinking of fires, floods and so on. But is this where I've got to enter the stimulus check information? Should I select the Yes here?

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 Best answer

Accepted Solutions

Is the Disaster Distribution between 2018 and 2020 where you enter stimulus payments?

No,  You enter the stimulus payments in the final review or use the search topics for "stimulus".

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

View solution in original post

5 Replies

Is the Disaster Distribution between 2018 and 2020 where you enter stimulus payments?

No,  You enter the stimulus payments in the final review or use the search topics for "stimulus".

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Is the Disaster Distribution between 2018 and 2020 where you enter stimulus payments?

Question applies to 1099-R (retirement) payments IF you opted to spread taxes over three years, claiming Covid option. If you did Not opt for such payments last year, answer No.

Is the Disaster Distribution between 2018 and 2020 where you enter stimulus payments?

You can check your IRS account to determine what stimulus payments you received and when.  You'll need to create an ID.me account, which is tedious.

Is the Disaster Distribution between 2018 and 2020 where you enter stimulus payments?

What do I put

 

JamesG1
Expert Alumni

Is the Disaster Distribution between 2018 and 2020 where you enter stimulus payments?

No, the first and second stimulus checks were reported on the 2020 Federal tax return.  The third stimulus payment was reported on the 2021 Federal 1040 tax return.

 

Use IRS form 8915 to report or repay disaster distributions as defined by Federal legislation for specific tax years.  Different versions of the form are used to report distributions of different years.

 

@Deborawilltax22 

**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