If you are reporting the third year of a Qualified Disaster Distribution, you will report 1/3 of the 2020 distribution. Follow these steps to the screen Did You Take a 2020 Qualified Disaster Distribution:
- Down the left side of the screen, click on Federal.
- Down the left side of the screen, click on Wages & Income.
- Click Edit / Add to the right of IRA, 401(k), Pension Plan Withdrawals.
- At the screen Here's your 1099-R info, click Continue.
- Continue to the screen Did You Take a 2020 Qualified Disaster Distribution.
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?
- Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
- 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.
- On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back"
- Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and Continue.
@Rennaegade
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