@turbota888 wrote:
When it asks if I took 2020 Qualified Disaster Distribution, I entered yes.
Following the instructions, I entered information from my 2020 8915-E form. I opted to split my tax payment into 3 years and paid the FIRST 1/3 for 2020. Now I want to pay only the SECOND 1/3 for 2021, but it seems like turbotax forcing me to pay both the SECOND and THIRD portion in taxes for 2021. Anybody else have this issue? How can I fix this?
If you had a Covid-19 related distribution in 2020 and selected to spread the distribution over 3 years -
Answer No when asked if you received a Form 1099-R in 2021, if you did not receive the form
Answer Yes when asked if you took a disaster distribution
Answer Yes when asked if you took a Qualified 2020 Disaster Distribution
Check the box that this was a Coronavirus-related distribution reported in 2020
If the 2020 distribution was from an account that was Not an IRA
2020 Form 8915E Line 9 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9
If the 2020 distribution was from an IRA account
2020 Form 8915E Line 17 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17
The 1/3 of the amount from the 2020 distribution will be entered on the 2021 Form 1040 Line 4b if from an IRA or on Line 5b if from a retirement plan other than an IRA
