@david4002 wrote:
No, we entered the 1099-R in 2020 for the distribution and chose three years. Now the 2021 online version does not allow me to answer a question yes or no...It just wants me to add a new 1099-R which I do not have.
The for 8915F is not even in the Tools menu, so the form is not even available in the online format. I am not re-entering the entire tax return in a walmart desktop version I have to pay for...Where outside of Turbotax should I file? Turbotax is an online failure.
This can all be corrected without you needing to re-enter or clear your tax return.
If you started a Form 1099-R, it can be deleted.
Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
Once the form 1099-R has been deleted then go back to the Retirement Income section for a Form 1099-R.
Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
On the screen Did you get a 1099-R in 2021? Click on NO
Answer Yes when asked Have you ever taken a disaster distribution before 2021?
Answer Yes when asked if you took a Qualified 2020 Disaster Distribution
Check the box that this was a Coronavirus-related distribution reported in 2020
In the box 2020 Form 8915-E, line 4, column b - Enter a 0
If the 2020 distribution was from an account that was Not an IRA
2020 Form 8915E Line 9 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9
If the 2020 distribution was from an IRA account
2020 Form 8915E Line 17 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17
Do not enter anything in the other boxes, leave them blank (empty)
The 1/3 of the amount from the 2020 distribution will be entered on the 2021 Form 1040 Line 4b if from an IRA or on Line 5b if from a retirement plan other than an IRA
You can view your Form 1040 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
