@Maryann809 wrote:
I went over this multiple times with the rep. Where are you suggesting to start if I do not have a 1099-r? Every way we tried it, it never has a box to check for Covid.
As previously stated -
Answer No when asked if you received a Form 1099-R in 2021, if you did not receive the form
Answer Yes when asked if 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
Then follow the procedure I previously posted.
There is no box or dropdown for Covid-19. The Form 8915-F is completed by the program after you enter the 1/3 of the amount from the distribution in 2020.
