JamesG1
Expert Alumni

Retirement tax questions

If you are reporting the third year of a Qualified Disaster Distribution, you will report 1/3 of the distribution:

 

  • on lines 11 and 13 for retirement plans (other than IRA's) or
  • on lines 22 and 24 for traditional, SEP, SIMPLE and Roth IRA's.

To be able to electronically file, there is a workaround by @DanaB27 concerning checking the box If this was a Coronavirus-related distribution reported in 2020, check here at the screen Did you take a 2020 Qualified Disaster Distribution?  

 

  1. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  2. If the box is checked, uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click Continue.
  3. On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back
  4. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and Continue.

Please let us know if this worked for you.

 

@guest2 

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