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Returning Member
posted Mar 4, 2021 10:26:59 AM

I can not get my Roth withdrawal to calculate as covid distribution

I have deleted form, I have deleted entry and reentered everything - can not get Roth withdrawal to show as covid distribution on form 8915e. shows it on first column as a distribution, but not in second column as a covid distribution even though all the questions were answers saying covid distribution.

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1 Replies
Level 15
Mar 4, 2021 10:34:03 AM

What code is in box 7 on your 1099-R?

 

Did you withdraw MORE than your own prior contributions (i.e. earnings)?

 

Are you older than 59 1/2?