Retirement tax questions

@RHartness Understand, and I do not think you were being rude.

The problem is, which I should have mentioned originally, is that there is a program bug that has yet to be fixed by the programmers.

 

You are absolutely correct that the amount of the distribution from the Form 8915-E Line 4 Column b should be entered in the box as stated.  However due to the program bug, doing that causes the Needs Review in the program to ask you during Federal Review to enter a FEMA Disaster number in the box on the Qualified 2020 Disaster Retirement Plan Distributions and Repayments Worksheet when entering this number is NOT required.

 

Entering anything in the FEMA Disaster number box flows to the Form 8915-F Item C.  But since the Item D box is already checked nothing should be entered in Item C.  Item D specifically states -

If your disaster is the coronavirus, check this box ▶ Don’t list the coronavirus in item C.

 

For this reason, in my procedure, I ask that the box 2020 Form 8915-E, line 4, column b be Left blank or enter a 0.  Because entering any number in this box causes the Needs Review to be activated in the Federal Review.

 

The other issue is when users are asked the question Did you take a disaster distribution at any time between 2018 and 2020? and they answer Yes, they are asked to return to the Form 1099-R section when it is not required since they have already completed the entry of the 2020 Coronavirus-related 2nd year distribution.

Thar is why I have then enter a NO, since that section is already completed and then the program will not ask then to return to the 1099-R section.

 

Hope this makes sense to you.

 

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