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Liz1515
New Member

Filled out form 8915-F in for 2021 to pay my 1/3 taxes for COVID distribution but it doesn’t change my tax return amount and it doesn’t show up on line 4b on form 1040

 
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1 Reply
DanaB27
Expert Alumni

Filled out form 8915-F in for 2021 to pay my 1/3 taxes for COVID distribution but it doesn’t change my tax return amount and it doesn’t show up on line 4b on form 1040

Please verify that you have entered the amount twice from Form 8915-E, line 17 (if it was from an IRA). This amount should be 1/3 of your 2020 COVID distribution.

 

Also, make sure that you check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here".

 

  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 2021 1099-R answer "No" to "Did you get a 1099-R in 2021?"(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 2021?" screen
  6. Follow the instructions on the screen
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