@TravisTractor wrote:
I am using the Desktop installed software version and there is no drop down for COVID! FFS! What is wrong with turbo tax. 99% of the people are using this form for COVID and the COVID disaster reason is missing!
There is no dropdown for a Covid-19 distribution for tax year 2021 when entering a 2021 Form 1099-R. That was only available for tax year 2020.
What are you trying to do? Did you have a Covid-19 related distribution in 2020 and spread the distribution over 3 years?
If so, you have to answer the questions in the Retirement section of the program.
Asks if you took a disaster distribution in prior year, answer Yes
Asks if you took a 2020 disaster distribution, Answer Yes
The Coronavirus distribution box is Checked
2020 Form 8915-E, line 4, column b has a 0
2020 Form 8915-E, line 9 has 1/3 of the amount distributed in 2020
