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Alright, I was able to go in to amend the federal to add this. You have to look at 8915E form from 2021 tax filing for #s. BUT.....after that it asks which disaster affected you in 2020? There is no coronavirus related disaster listed. Everything but that is listed. And theres no way to type something in instead.
Ok nevermind. TT is still messed up with this. It goes into the review & still flags it. When you hit "fix" it gives the same message of worksheets not available!!! I'm so sick of this! Theyve had a year! They knew since last year when they gave the option of 3 yr plit, this needed to be worked in.
Has anyone been able to file their second year? We have gotten through that we at least took out a withdrawal but then keeps telling us to go back to then retirement, plans and social security. We will not enter anything on the 1099R spot since we did not receive a new one this year correct? We are so confused
there are hundreds of posts on other threads.
search the forum.
When I download the latest update it worked and gave the exact answer I was expecting.
hi can you post step by step how did you did it
See Don's answer on this one for how to enter it.
The link isn’t working. Can you post again?
Here I copied it.....
If you had a Covid-19 related distribution in 2020 and selected to spread the distribution over 3 years -
Answer No when asked if you received a Form 1099-R in 2021, if you did not receive the form
Answer Yes when asked if you took a disaster distribution
Answer Yes when asked if you took a Qualified 2020 Disaster Distribution
Check the box that this was a Coronavirus-related distribution reported in 2020
If the 2020 distribution was from an account that was Not an IRA
2020 Form 8915E Line 9 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9
If the 2020 distribution was from an IRA account
2020 Form 8915E Line 17 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17
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
I’ve gone through my taxes for hours now ! Can’t figure it out! Keeps telling me to revisit my fidelity retirement I’m assuming because I spread the cares act over three years ! But I did not get a new 1099R this year ! Do I use the one from last year? I’m so confused
What if I didn’t get new 1099r forma ? Do I just renter everything from last years
@Shekei wrote:
What if I didn’t get new 1099r forma ? Do I just renter everything from last years
You will not receive a 2021 Form 1099-R for the second year of the 2020 distribution.
You must go to the Retirement Income section of the program for a Form 1099-R to be able to enter your 2nd year of the 2020 distribution -
Click on Federal
Click on Wages & Income
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the Start or Revisit button
On the screen Did you get a 1099-R in 2021? Click on NO, if you did not receive a 2021 Form 1099-R in 2022
Answer Yes when asked Have you ever taken a disaster distribution before 2021?
Answer Yes when asked if you took a Qualified 2020 Disaster Distribution
Check the box that this was a Coronavirus-related distribution reported in 2020
In the box 2020 Form 8915-E, line 4, column b - Leave blank or enter a 0
This is not required on a Form 8915-F for a Coronavirus-related distribution
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) or enter a 0
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.
You can view your Form 1040 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.
Using the desktop editions click on Forms. Open the Form 1040
You should not receive the "Needs Review" in the Federal Review section if -
You Leave blank or enter a 0 in the box for 2020 Form 8915-E, line 4, column b
Thanks I’m gonna try again after I rest my eyes 🤦♀️
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