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July 13, 2020
Question

Problem E-filing: Form 1099-R

  • July 13, 2020
  • 1 reply
  • 0 views

Following issues are preventing me from e-filing, how do I fix:

 

Form 1099-R (Fidelity Investments}: Entire Qualified Disaster check box - you can't file just yet due to a recent law passed by Congress....

Disater distr check box

Qualified Disaster check box

 

    1 reply

    macuser_22
    Alumni - Champ
    Alumni - Champ
    July 13, 2020

    If this is a 2019 or 2018 disaster that needs the new 8915-C or 8915-D forms, then the IRS has not released the filing specifications for those forms yet.  Probably another month or two.  They only released the paper version a few days ago and the schemas for tax software providers usual take 4-8 weeks after the paper.

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**