401K Withdraw 2020 COVID. split upover 3years. Last yrs rtrn had 0issues. Now get the ? that I have received a 1099R

[MrsG2]

Help! I saw someone else saying that it was throwing them into a loop and they answered it until it stopped but mine will let me go through it and then shows "needs review" once I am back around again. Am I clicking the wrong thing? Is it a glitch?

[DanaB27]

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.

[MrsG2]

I did all of that and still it shows up as "needs review". I'm so lost. I've also spoken to several reps and no one seems to be able to help me. 

[DoninGA]

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@MrsG2 wrote:

I did all of that and still it shows up as "needs review". I'm so lost. I've also spoken to several reps and no one seems to be able to help me. 

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Make sure that you entered the 2nd year of the distribution in both boxes.  Answer NO when asked if you took a disaster distribution at any time between 2018 and 2020.

If the 2020 distribution was from an account that was Not an IRA

Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9

2020 Form 8915E, line 9, if you checked the box on that line, enter 0

2020 Form 8915E Line 9 

If the 2020 distribution was from an IRA account

Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17

2020 Form 8915E, line 17, if you checked the box on that line, enter 0

2020 Form 8915E Line 17 

Do not enter anything in the other boxes, leave them blank (empty)

The 1/3 of the amount from the 2020 distribution will be entered on the 2021 Form 1040 Line 4b if from an IRA or on Line 5b if from a retirement plan other than an IRA

After completing the Wages & Income section you will land on a screen Did you take a disaster distribution at any time between 2018 and 2020?

Answer NO since you have already completed the entering the 1/3 of the 2020 distribution.