The taxes withheld from the distribution and shown in box 4 of the Form 1099-R are entered on the Form 1040 Line 25b as a tax payment. Just like taxes withheld on a W-2 are entered as a tax payment. If your total tax payments are greater than your total tax liability then you will get a tax refund for the overpayment.
Enter the Form 1099-R as received. After entering the 1099-R you will be asked a series of questions, several concern the distribution being Covid-19 related. Answer the questions presented.
The Form 8915-E will be generated and included with your tax return based on the answers you provide in the Form 1099-R section of the program.
Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
