DaveF1006
Expert Alumni

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
 

 


 

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