☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Apr 5, 2023 12:01:42 PM

Can't report 1/3 remaining balance

Doing my taxes and trying to report the final 1/3 tax due on the COVID distribution I took in 2020. I've followed the directions Turbo Tax posted 3 weeks ago and it doesn't work for me. I think the problem is there isn't a step (after saying I had a covid-related disaster distribution) where it asks me to input the total amount distributed. On the page titled Did You take a 2020 Qualified Disaster Distribution? is where I am having trouble. It is asking for numbers and fields from my 2021 return but the directions posted as a supposed solve is talking about 2020 -8915E. Also, in those directions/steps they stop after mentioning 3 boxes - whereas there are 4 on the page I am talking about. I don't have any boxes checked and just want to report the final 1/3 balance. Is there a fix besides the ones I linked above? No matter which return (2020 or 2021) I use to input the numbers, nor where I input the amounts on that page, I get the error message that I need to go back AFTER getting to the pages that ask first about the owning a foreign bank account (no) and then Did you take a disaster distribution at any time between 2018 and 2020? (I say yes and it says I need to return to the page I just did! gah). 

0 4 3403
4 Replies
Expert Alumni
Apr 5, 2023 12:22:45 PM

Here is a workaround provided by expert DanaB27 that is working-  

  

Be sure to follow the instructions carefully. Try both options if necessary. 

  

Please try these steps to fix the issue: 

  

  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 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) 
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen 
  6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?" 
  7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue 
  8. On the "Which disaster affected you in 2020?" screen, I selected the blank entry and clicked "back"  
  9. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and continue. 

  

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information: 

  1.   
  2. Open or continue your return in TurboTax. 
  3. Select "Tax Tools" and then "Tools" in the left menu. 
  4. In the pop-up window Tool Center, select "Delete a form". 
  5. Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions. 
  6. Click on the "Search" on the top and type “1099-R”   
  7. Click on “Jump to 1099-R”  
  8. 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) 
  9. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen 
  10. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?" 
  11. Check the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and enter your information. 

  

Please let us know if this works for you. 

Level 2
Apr 11, 2023 7:16:58 AM

This doesn't solve my problem at all. First of all there is not any pages or prompts that ask me to enter the whole amount distributed (I thought I saw that written somewhere there is). When I am on the page in question that is asking about the COVID distribution, it's asking for info from my 2021 return 8915-F which I have. What am I supposed to put in the first box that asks: 2021 Form 8915F, line 11, if you checked the box on that line, enter 0. On my form I do not have it checked. I have tried putting in the 1/3 amount and tried putting in 0. (even though I don't have it checked). What do I enter in that box?

Level 2
Apr 13, 2023 4:33:55 AM

Please help!? Does anyone know? 

Expert Alumni
Apr 17, 2023 5:59:19 PM

Leave that blank since you did not check the box for line 11.

 

Here is a link for more information