I'm having an issue with the IRA, 401(k), Pension Plan Withdrawals (1099-R) section. I filled out everything as instructed but the section tells me that it Needs Review -
I filled out the form exactly as instructed in the steps -
I basically withdrew $3,323 from my 401(k) for the Coronavirus related distribution. I elected to pay taxes over 3 years.
My first confusion is with the line - 2020 Form 8915E, line 4, column b (do not include coronavirus-related distributions) - The form 8915E I included in my 2020 tax returns specifies $3,323 as the amount in line 4 column (b). However, the instructions asked to omit Coronavirus distributions. Since the withdrawn $3,323 was for Coronavirus, I understood that I need to leave it blank. Is that correct?
After following all the steps, TurboTax tells me that the sections Needs Review. Is this a bug or am I doing something wrong?
