2020 Qualified Disaster Distribution

Forum|Forum|3 years ago
March 11, 2023
1 reply
45 views

I took a 2020 Covid distribution which I chose to spread over three years. I answered all the related questions in TurboTax including checking the Coronavirus box and completing the information from form 8915 F (which pulled in automatically) but I keep being instructed to "Visit the form 1099-R retirement topic. " I do not have a 1099-R for 2022 but do not want to ignore this message if something is not correct. I thought TurboTax has this fixed as of 3/09/23. Any ideas?

Thanks!

TurboTax Premier Online

Best answer by DanaB27

Yes, you will answer "No" to the "Did you take distribution in 2021?" question if the only disaster distribution you receieved was the 2020 Covid distribution.

Please review these steps:

Login to your TurboTax Account
Click on the "Search" on the top and type “1099-R”
Click on “Jump to 1099-R”
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)
Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
On the "Which disaster affected you in 2020?" screen select the blank entry (click on it) and click "back"
Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here", enter your information from your 2021 Form 9815-F, and then continue.

@SandyOH

HollyCincy

Level 2

I don't recall getting that message but there would be no 1099-R for 2022. My 8915-F self-populated too and I filed with no issues other than being annoyed that the form was delayed for so long!

SandyOHAuthor

Level 3

Did you answer "No" for the question "Did you take distribution in 2021?" I am not sure if since the distribution is being spread out I need to answer "Yes" even though I took the money on 2020. I Only answered "Yes" for 2020.

DanaB27Answer

Level 15

Yes, you will answer "No" to the "Did you take distribution in 2021?" question if the only disaster distribution you receieved was the 2020 Covid distribution.

Please review these steps:

Login to your TurboTax Account
Click on the "Search" on the top and type “1099-R”
Click on “Jump to 1099-R”
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)
Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
On the "Which disaster affected you in 2020?" screen select the blank entry (click on it) and click "back"
Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here", enter your information from your 2021 Form 9815-F, and then continue.