DaveF1006
Expert Alumni

Deductions & credits

Actually you are trying to enter this into the wrong section of the return. Here are the correct steps.

 

  1. Go to federal>wages and income>all income
  2. Retirement plans and Social Security>show more 
  3. Ira (401K), pension plan Withdrawals(1099R) Start
  4. Here you will enter your 1099R.  After entry:
  5. In the first screen where it asks,  Do any of these situations apply to you? Here say none apply to me. You will not enter the Coronavirus information in this screen so this is safe to be left blank.
  6. Continue through the section until you arrive at the 1099R summary page. Select continue at the bottom.
  7. Have you ever taken a disaster distribution before 2021? Here you will say yes.
  8. Next you will need to enter information from your 8915-E that was included in your 2020 tax return. This will report your 1/3 payment that is required to be reported this year.
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