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Hurricane Tax Relief From Hurricane Laura: Do I Qualify?

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2020 • October 28, 2024 03:56 AM
OVERVIEW

On August 27, 2020, Hurricane Laura made landfall near Cameron, Louisiana, as a Category 4 storm. Due to its severity, the Federal Emergency Management Agency (FEMA) designated certain areas as qualifying for federal disaster assistance and enabled the IRS to provide tax relief to those impacted.

 

When a significant natural disaster hits – such as a hurricane, earthquake, tornado, flood, wildfire, blizzard, or the like – the IRS will extend upcoming federal tax deadlines for affected taxpayers if a federal disaster is declared. The extended due dates apply to most federal tax returns and payments, including those for income taxes (including estimated tax payments), payroll taxes, and excise taxes. If you’re impacted by a natural disaster, check our IRS Disaster Relief page to see if you qualify for an automatic tax filing or payment extension.

The IRS provides relief for taxpayers during disasters for many reasons. In the aftermath of a hurricane, such as Laura, power outages can persist for weeks or months.

Many homes and businesses could be severely damaged or destroyed, including important tax records within those structures. Providing disaster relief gives these taxpayers time to put their lives back together and get to a position to accurately fulfill their tax responsibilities.

The relief provided and applicable timelines

Relief for taxpayers affected by Hurricane Laura began on August 22, 2020, and runs through December 31, 2020. This timeline is the same for

  • individuals
  • self-employed individuals
  • business taxpayers

Most tax returns or tax payment deadlines that initially fell during this period are now due December 31, 2020. The IRS extended most tax returns, including the following types of returns, if they're due or had a valid extension making them due during the above time frame:

  • individual tax returns
  • corporate tax returns
  • partnership tax returns
  • S corporation tax returns
  • estate and trust tax returns
  • estate, gift and generation-skipping transfer tax returns
  • annual information returns of tax-exempt organizations
  • employment and certain excise tax returns
  • Form 5500 series returns

Returns that were originally due on July 15, 2020, and extended to October 15, 2020, do not get an extension of time to pay. This is because the original payment deadline of July 15, 2020, fell before the Hurricane Laura disaster period.

  • Quarterly estimated tax payments due during the time period are extended — including the third quarter estimated tax payment due September 15, 2020.
  • Payroll and excise tax deposits follow different rules. Any deposits due after August 22, 2020, but before September 8, 2020, will not incur penalties as long as the deposits are paid by September 8, 2020.

A tax break for certain disaster-related losses

If you have unreimbursed disaster-related losses, you may be able to get a tax break. You can file Form 4684, Casualties and Thefts to claim any eligible tax break, which TurboTax can help you determine if you're eligible.

  • You'll need to include the Federal Emergency Management Agency (FEMA) declaration number "FEMA 4559" and have "Louisiana - Hurricane Laura" printed in bold letters at the top of the form when completing Form 4684.

The tax relief allows you to claim these losses on:

  • your 2020 tax return, filed in early 2021, or
  • your 2019 tax return, originally due July 15, 2020.

If you've already filed your 2019 tax return and would like to claim the loss on that return, you can file an amended return, Form 1040-X.

Areas that qualify for relief

In particular, the IRS is providing tax relief to areas that qualify for individual assistance as designated by FEMA due to the challenging circumstances these taxpayers face.

Currently, these areas include the following parishes in Louisiana:

  • Acadia
  • Allen
  • Beauregard
  • Calcasieu
  • Cameron
  • Grant
  • Jackson
  • Jefferson Davis
  • Lincoln
  • Natchitoches
  • Ouachita
  • Rapides
  • Sabine
  • Vermillion
  • Vernon
  • Winn

If FEMA adds more areas to the disaster area, taxpayers in the additional areas will qualify for the same relief.

How to apply for hurricane tax relief

You don't need to apply for this relief if your address of record with the IRS is in one of the qualifying parishes. This includes both individuals and businesses if the principal place of business is listed in these areas. The relief is automatically applied and there's no deadline for requesting it.

  • Certain taxpayers may qualify for relief even if they don't live in the disaster area.
  • If you or your business's records are located within the impacted area, you can call the IRS to work with them.

That said, it's possible an IRS error may result in a late filing or late payment penalty notice. If this happens, call the phone number on the notice and inform them you live in, or your principal place of business is in a disaster relief parish under FEMA declaration number 4559 for Hurricane Laura. This should result in the penalty being abated, assuming you qualify.

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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  • 100% Accurate Calculations Guarantee - Individual Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back - Individual Returns: If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state software license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Audit Support Guarantee - Individual Returns: If you receive an audit letter from the IRS or State Department of Revenue based on your 2024 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited individual returns filed with TurboTax Desktop for the current 2024 tax year and, for individual, non-business returns, for the past two tax years (2022, 2023). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement  for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

TurboTax Desktop Business Returns:

  • 100% Accurate Calculations Guarantee - Business Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See License Agreement  for details.

  • Maximum Tax Savings Guarantee - Business Returns: If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Business Desktop license purchase price you paid. Additional terms and limitations apply. See License Agreement  for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

TURBOTAX DESKTOP DISCLAIMERS

  • Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.

  • TurboTax Desktop Products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees may not apply in certain states, check here for details. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connection. Desktop add-on products and services purchased are non-refundable.

  • Fastest Refund Possible: Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by direct deposit. Tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.

  • Average Refund Amount: $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.

  • TurboTax Technical Support: Customer service and technical support hours and options vary by time of year.

  • Deduct From Your Federal Refund: Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee applies to this payment. method. Prices are subject to change without notice.

  • Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

  • Live Tax Advice: Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See License Agreement for details.

  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions.

All features, services, support, prices, offers, terms and conditions are subject to change without notice.

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