Please follow these steps in your 2021 tax return to enter the 2nd portion of the 2020 Covid Distribution to report it on the 2021 Form 8915-F:
- Click "Federal Taxes" on the top and select "Wages & Income"
- Click "I'll choose what to work on"
- Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)"
- Answer "No" to the question "Did You Have Any of These Types of Income?" if you didn't have a Form 1099-R for 2021 (If you have a Form 1099-R then enter all 1099-Rs and after entering your last 1099-R click "Continue" on the “Your 1099-R Entries” screen)
- Answer "Yes" to the "Did you take a disaster distribution in prior years or repay…" screen
- Answer "Yes" on the "Did you take a 2020 Qualified Disaster Distribution" screen
- Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.
Please sure you enter the amount from Form 8915-E, line 9 twice (if it was not from an IRA) or enter the amount from Form 8915-E, line 17 twice (if it was from an IRA). This amount should be 1/3 of your 2020 COVID distribution.
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