Why can't I report the Coronavirus-Related and Other Qualified 2020 Disaster Distributions ratably for the second of the three years? It keeps saying Needs Review.

[RobertB4444]

@MaryG9457  The federal government makes a lot of disaster declarations.  Use the drop down menu here to find the disaster that affected you in 2020 and get the federal designation for it.

[Mary G9457]

@DoninGA 

Thank you for posting the great information.  It was really helpful!  I took an early COVID, IRA distribution.  In 2020, it was reported as a disaster.  However, this year, it does not show in the drop down as a disaster.  Do I leave this blank?  There is this dropdown menu that does not mention COVID at all.  It is also asking me for a start and ending date of the disaster.  Any help would be appreciated. 

Which disaster affected Mary in 2020?  

For the Qualified 2020 Disaster Distribution Mary reported, we need to know which disaster affected you.

Type of disaster

[AmyC]

Follow these steps to report your 1/3 for 2021. You do not need the disaster information since it was reported last year. You need the form 8915-F for the disaster distribution. If you have not been through the retirement plan section and activated it, you need to:

1. Get a copy of your 2020 form 8915-E
2. Open your return
3. Go to the Federal Income section
4. Scroll down to retirement plans
5. Select the IRA, 401k, Pension, start/edit
6. Did you receive a 1099-R, no
7. Did you take a disaster distribution?, yes
8. Qualified 2020, yes
9. Coronavirus related distribution, check the box
10. answer using your 8915-E, line 4b or 5b from 2020. You will enter 1/3 of the distribution on either line 9 or line 17. Leave the other lines blank.
11. Click done with income
12. Did you take a disaster distribution any time between 2018-2020? No - this seems wrong but you have already answered the question and don't want to loop around.

@Mary G9457

[Mary G9457]

@AmyC , thank you so much!  The way I was doing it.  It looked like I had another distribution for 2021.  

[Mary G9457]

I have a question about 8915-E from 2020.  When I was going through 8915-E to answer questions for 8915-F, I noticed a possible error.  On 8915-E, line 4, it states to complete column (c) if line 4, column (b), is more than $100,000.  Otherwise, leave column (c) blank....  My line 4, column (b) is less than $100,000.  But it appears TurboTax placed 100,000 in column (c).  It also appears to be in a different font.  Did anyone else notice this when preparing taxes this year?

[DoninGA]

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@Mary G9457 wrote:

I have a question about 8915-E from 2020.  When I was going through 8915-E to answer questions for 8915-F, I noticed a possible error.  On 8915-E, line 4, it states to complete column (c) if line 4, column (b), is more than $100,000.  Otherwise, leave column (c) blank....  My line 4, column (b) is less than $100,000.  But it appears TurboTax placed 100,000 in column (c).  It also appears to be in a different font.  Did anyone else notice this when preparing taxes this year?

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On the Form 8915-E Line 4 Column C is set by the IRS at $100,000

See IRS Form 8915-E (2020) - https://www.irs.gov/pub/irs-prior/f8915e--2020.pdf

Read the IRS instruction on the Form 8915-E for Line 4 and Line 5