Cares Act Covid-19 distribution from 401k 2020 broken up over 3 years (2020, 2021, 2022) Did not receive a new 1099-R for 2021. Turbo tax doesn't ask for info for this?

[Rennaegade]

That didn’t help unfortunately. I have mine 11, 12, 14, 13 from my prior 2021 8915F. There’s an issue with the software because no matter what I put in the boxes or how I answer the questions, it will not show an amount 

[JamesG1]

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?  

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.

@Rennaegade 

[Rennaegade]

I’ve done these steps over 100x

no matter what I do it won’t show on the Home Screen the final $10k I’m trying to report. Last year was very easy. This year I put in line 11, 13, 12 etc. I even messed with it by putting different numbers, leaving it blank etc and nothing changes. I’ve unchecked the corona box and continued etc and back and re checked and I still don’t see it. How can I check before finalizing that the form 8915F was actually completed because on the Home Screen no matter what I do it won’t show 

[Cynthiad66]

Please try these steps to fix the issue:

1. Login to your TurboTax Account 
2. Click on the "Search" on the top and type “1099-R”  
3. Click on “Jump to 1099-R” 
4. If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
8. On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back" 
9. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and continue.

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

1. Open or continue your return in TurboTax.
2. In the left menu, select "Tax Tools" and then "Tools".
3. In the pop-up window Tool Center, select "Delete a form".
4. Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
5. Click on the "Search" on the top and type “1099-R”  
6. Click on “Jump to 1099-R” 
7. If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
8. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
9. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
10. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

Please let me know if this worked for you.