You will leave line 11 blank unless you had an entry on your 2021 Form 8915-F (took a disaster distribution in 2021). You will enter 1/3 of the distribution on lines 12 and 13.
If you verified your entries are correct (1/3 of the distribution should be included on line 5b of Form 1040) then you can ignore the message "You'll need to visit the form 1099-R retirement topic."
Please follow these steps to report the 3rd portion of the COVID distribution:
- Click "Federal Taxes" on the top and select "Wages & Income"
- Click "I'll choose what to work on"
- Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)"
- Answer "No" to the question "Did You Have Any of These Types of Income?" if you didn't have a Form 1099-R for 2021 (If you have a Form 1099-R then enter all 1099-Rs and after entering your last 1099-R click "Continue" on the “Your 1099-R Entries” screen)
- Answer "Yes" to the "Did you take a disaster distribution in prior years or repay…" screen
- Answer "Yes" on the "Did you take a 2020 Qualified Disaster Distribution" screen
- Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information from your 2021 Form 9815-F, and then continue.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
