What issues are you seeing?
To be able to electronically file, there is a workaround concerning checking the box If this was a Coronavirus-related distribution reported in 2020, check here at the screen Did you take a 2020 Qualified Disaster Distribution?
Please see @DataB27's explanation here and also above.
Are you reporting the third year of a 2020 Qualified Disaster Distribution or something else?
If you are reporting the third year of a Qualified Disaster Distribution, you will report 1/3 of the 2020 distribution. Follow these steps to the screen Did You Take a 2020 Qualified Disaster Distribution:
- Down the left side of the screen, click on Federal.
- Down the left side of the screen, click on Wages & Income.
- Click Edit / Add to the right of IRA, 401(k), Pension Plan Withdrawals.
- At the screen Here's your 1099-R info, click Continue.
- Continue to the screen Did You Take a 2020 Qualified Disaster Distribution.
If you are reporting the third year of a Qualified Disaster Distribution, you will report 1/3 of the distribution:
- on lines 11 and 13 for retirement plans (other than IRA's) or
- on lines 22 and 24 for traditional, SEP, SIMPLE and Roth IRA's?
Let us know if this worked for you @JamesG1.
@jwskrs
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