@ccw656565 wrote:
I tried this but it still says that I have to review that section in TurboTax and doesnt acknowledge that I made the changes that were previously suggested for Line 9.
Go back and on this line - 2020 Form 8915-E, line 4, column b - Leave blank or enter a 0
Note - the Total 2020 distribution amount is not required to be entered on a Form 8915-F
This will remove the Needs Review and you can continue with filing your tax return.
Also, verify -
If the 2020 distribution was from an account that was Not an IRA
Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9
2020 Form 8915E, line 9, if you checked the box on that line, enter 0
2020 Form 8915E Line 9
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
You can view your Form 1040 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
