- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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:
- Click on the "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R”
- Answer "No" to "Did you get a 1099-R in 2021?"
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen
- Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here".
- Leave the box under it blank.
- Enter the amount from Form 8915-E, line 9 twice ($10,000)
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
April 11, 2022
11:01 AM