JamesG1
Expert Alumni

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I was able to enter a qualified 2020 retirement distribution and have it reported correctly

 

"2020 Form 8915E line 4 column b is blank."

 

I reported the entire amount of the distribution, in my example I reported $3,000.

 

"2020 Form 8915E line 9 has 1/3rd of my distribution."

 

I reported 1/3 of my distribution, in my example I reported $1,000.

 

"Line 10 is blank."

 

I reported $0.

 

"Line 9, again, has 1/3rd of my distribution."

 

I reported 1/3 of my distribution, in my example I reported $1,000.

 

"I click “done with income” and get the “Did either of you take a disaster distribution at any time between 2018-2020?” YES in 2020."

 

I reported No for the second question Did you take a disaster distribution at any time between 2018 and 2020? after the section Wages & Income and before the section Deductions & Credits.

 

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