@Ialnyien1 wrote:
At this point, Turbotax really has no defense on why this form isn't filling out correctly for those that took a COVID related distribution.
It asks for a qualified disaster name, and COVID is not listed as one of them, however in Forms view, you have the option of the COVID checkbox. Doing this creates errors in the return though with the system highlighting that you can't take a COVID withdrawal in 2021.
I'm beyond frustrated at this point, I've utilized this software for YEARS, patiently waited until 3/24 for them to release, only to receive a buggy form.
Anyone have a better workaround than going into forms manually?
Asks if you received a Form 1099-R in 2021, if not answer No
Asks if you took a disaster distribution in prior year, answer Yes
Asks if you took a 2020 disaster distribution, Answer Yes
You have to make sure the Coronavirus distribution box is Checked
