Retirement tax questions

@soewinone 

As I stated in the procedure -

In the box 2020 Form 8915-E, line 4, column b - Leave blank or enter a 0

This is not required on a Form 8915-F for a Coronavirus-related distribution

-- If you enter an amount the program will give you a Needs Review in the Federal Review section of the program.  This is a program bug and has yet to be resolved by the programmers.

 

You should not receive the "Needs Review" in the Federal Review section if -

You Leave blank or enter a 0 in the box for 2020 Form 8915-E, line 4, column b

 

If you did Not make a repayment in 2021 for the distribution received in 2020, the 1/3 of the distribution you entered will be reported on your Form 1040 as taxable income on either Line 4b or Line 5b -

 

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 

 

If the 2020 distribution was from an IRA account

Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17

2020 Form 8915E, line 17, if you checked the box on that line, enter 0

2020 Form 8915E Line 17