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New Member
posted Apr 1, 2022 8:29:12 PM

How do I enter in the 2nd of the 3 year 1099-r for a covid related distribution in 2019 (2020 form)?

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2 Replies
Expert Alumni
Apr 2, 2022 4:37:32 AM

 

Please follow these steps to report the 2nd portion of the COVID related retirement 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 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

 

 

Please verify that you check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here". Also, make sure you enter the amount from Form 8915-E, line 9 twice (if it was not from an IRA) or enter the amount from Form 8915-E, line 17 twice (if it was from an IRA). This amount should be 1/3 of your 2020 COVID distribution.

New Member
Apr 3, 2022 9:20:39 AM

I followed the steps and the "Needs Review" message remains.