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New Member
posted Jan 22, 2023 4:28:19 PM

Having issues entering COVID Distribution. When I select Continue on 2021 Qualified Disaster Distribution it skips to 2019. How do I get to 2020 section???

Followed TurboTax Instructions: How do I use Form 8915 to report my 2020 COVID-related retirement distributions?
HELP

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1 Replies
Expert Alumni
Jan 23, 2023 7:22:43 AM

Please follow these steps to report the 3rd portion of the COVID distribution (or any repayment):

 

  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 2021 Qualified Disaster Distribution?"
  7. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.