Please review your answers and see What is Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions. Let's go through it together:
1099-R, not more than $100,000, entered
- Return to the 1099-R, edit/update
- Box 1 gross distribution
- Box 2 taxable amount, enter the full amount
- Box 7, code 1
- taxes withheld
- continue
- About the Money... continue
- Answer IRA, Safety Officer, continue
- Select your state, continue
- Where Is this Distribution from? Neither of the above, continue
- What did you do? Something else, continue
- Periodic payments? No, continue
- Was this COVID? Yes, COVID, continue
- How much? Enter all or portion, continue
- Receive before Dec 30? Yes
- Did you or dependents test positive? answer
- Did you have reduction in income or other on the list? answer, continue
- Did you repay any? answer, continue
If you need to cheat, go into Forms Mode and open the form. Fill in the gross distribution and then switch back to step by step. That should make it realize what you want.
@Roundtown
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