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pplb · ‎March 28, 2022

i got the update and its still not working.....here's my responses to a "solution" i got from TT a few minutes ago and it still doesn't automatically populate the 1040 line b even when the correct amounts from 2020 are added to the 8915'......see my responses in RED

On Mar 28, 2022, at 8:51 AM, TurboTax + Mint Community
you are using the desktop editions, update your software. …did that

Click on Online at the top of the desktop program screen. Click on Check for Updates….did that….there were updates but i don’t know what was updated….i had to install and restart.

You must go to the Retirement Income section of the program for a Form 1099-R to be able to enter your 2nd year of the 2020 distribution -
Click on Federal….i did
Click on Wages & Income…i did
Scroll down to Retirement Plans and Social Security…i did
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the Start or Revisit button….the button said UPDATE, not start or revisit
On the screen Did you get a 1099-R in 2021? Click on NO, if you did not receive a 2021 Form 1099-R…there was no such question…..and we did not get….we did get 1099’r’s in 2021 for withdrawals we actually made from our IRA’s in 2021, not related to anything, and that amount does show up on 1040 and elsewhere, but we did not receive any 1099-r’s for the distribution we took in 2020 that we elected to spread over 3 years, 2020-2021-2022.

If you had a Covid-19 related distribution in 2020 and selected to spread the distribution over 3 years -

Answer Yes when asked Have you ever taken a disaster distribution before 2021?…answer was yes
Answer Yes when asked if you took a Qualified 2020 Disaster Distribution...answer was yes

Check the box that this was a Coronavirus-related distribution reported in 2020….answer was yes

In the box 2020 Form 8915-E, line 4, column b - Enter a 0…we entered $0

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….correct amounts were entered from 2020 8915

Do not enter anything in the other boxes, leave them blank (empty)…we left this blank

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….the 1/3 for 2021 was NOT automatically populated on 4b….the only amount that was populated was the actual 2021 distributions via 1099-r’s from our IRA’s….