Yes, this is confusing but allow me to list the steps involved so you can report this as a Coronavirus distribution and not some other nasty disaster.
- After you have entered your 1099R, you will reach a screen that asks Was this a withdrawal due to a Qualified Disaster Distribution? You will check the box No, this was not a Qualified 2019, or 2020 Disaster Distribution. This is the screen where you were at initially.
- After you continue, there will be a 1099R summary screen. press continue at the bottom.
- There will be second screen that will now appear that asks Have you ever taken a disaster distribution before 2021? Here you will say yes.
- Next screen Did XXX take a 2020 Qualified Disaster Distribution? Here you will say yes.
- The very next screen will ask about your Coronavirus distribution. Here is where you will record the information.
@GWBancroft
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