Follow these steps to report your 1/3 for 2021. You do not need the disaster information since it was reported last year. You need the form 8915-F for the disaster distribution. If you have not been through the retirement plan section and activated it, you need to:
- Get a copy of your 2020 form 8915-E
- Open your return
- Go to the Federal Income section
- Scroll down to retirement plans
- Select the IRA, 401k, Pension, start/edit
- Did you receive a 1099-R, no
- Did you take a disaster distribution?, yes
- Qualified 2020, yes
- Coronavirus related distribution, check the box
- answer using your 8915-E, line 4b or 5b from 2020. You will enter 1/3 of the distribution on either line 9 or line 17. Leave the other lines blank.
- Click done with income
- Did you take a disaster distribution any time between 2018-2020? No - this seems wrong but you have already answered the question and don't want to loop around.
@Mary G9457
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
