DanaB27
Expert Alumni

Retirement tax questions

I reviewed your file. I couldn't find where the excess amount came from but I was able to solve it by deleting the 8915E-T worksheet in Forms mode and going back to the interview and renter the information:

 

  1. Click on the "Search" on the top and type “1099-R”  
  2. Click on “Jump to 1099-R” 
  3. Answer "No" to "Did you get a 1099-R in 2021?"
  4. Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen
  5. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here". 
  6. Leave the box under it blank.
  7. Enter the amount from Form 8915-E, line 9 twice ($10,000)

 

 

 

 

 

@tamijo22 

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