- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I think you entered this on the wrong screen because the COVID disaster is not the same thing as a Fema disaster. Here is how to enter the information if you do not have a 1099R. Completion of the step will ensure that you will fill out the 8915-E, which in turn will generate a 8915-F.
- Wages & Income > Retirement Plans and Social Security >
- IRA, 401(k), Pension Plan Withdrawals (1099-R) > Start, Revisit or Update > Continue
- First question that will be asked is Did you get a 1099-R in 2021? say no
- Answer Yes 'Have you ever taken a disaster distribution before 2021?
- Answer Yes, You had a 2020 Qualified Disaster Distribution
- Complete the Information using 8915-E generated in your 2020 Tax return > Continue
- Enter any amount you may have repaid in 2021, if applicable
- Finish the entry for your spouse if applicable or just click Continue
- Complete any additional retirement questions as you move through this section
@Caseyblue
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 30, 2022
2:03 PM