Go through these steps again to get your return corrected and ready to e-file if you had a Covid-19 related distribution in 2020 and selected to spread the distribution over 3 years: Search for 1099-R and use the Jump to 1099-R link.Either answer NO to the question or if you don't get a question, scroll down and click Continue or Done.On the Did you take any disaster distributions in prior years or repay any distributions in 2021? Answer YES.On the Did you take a 2020 Qualified Disaster Distribution? Answer YES. You will get a drop-down screen.Mark the box that says This was a 2020 coronavirus distribution. Enter the amount on your 2020 8915-E form, Line 4b.Fill in the rest of the boxes from your 2020 Form 8915-E. See ImageThe next screen asks about repayments not reported on your 2020 return.Answer NO to the Did you take a disaster distribution in 2017-2019? unless you did. TurboTax will generate From 8915-F and add it to your return. Preview your 1040 to see the taxable portion reflect on either Line 4b or 5b, depending on your plan type.

Question

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.

Forum|Forum|4 years ago
March 31, 2022
1 reply
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TurboTax Self Employed Online

DawnC

Employee

Go through these steps again to get your return corrected and ready to e-file if you had a Covid-19 related distribution in 2020 and selected to spread the distribution over 3 years:

Search for 1099-R and use the Jump to 1099-R link.
Either answer NO to the question or if you don't get a question, scroll down and click Continue or Done.
On the Did you take any disaster distributions in prior years or repay any distributions in 2021? Answer YES.
On the Did you take a 2020 Qualified Disaster Distribution? Answer YES. You will get a drop-down screen.
Mark the box that says This was a 2020 coronavirus distribution.
Enter the amount on your 2020 8915-E form, Line 4b.
Fill in the rest of the boxes from your 2020 Form 8915-E. See Image
The next screen asks about repayments not reported on your 2020 return.
Answer NO to the Did you take a disaster distribution in 2017-2019? unless you did.

TurboTax will generate From 8915-F and add it to your return. Preview your 1040 to see the taxable portion reflect on either Line 4b or 5b, depending on your plan type.

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I

iantronnguyenAuthor

It takes me back to IRA, 401(k), Pension Plan Withdrawals (1099-R) with orange message “Needs Review” every time. My distribution was through 401K and I enter 1/3 amount on both line 9’s. I’ve tried it at least 10 times and same thing happens.

C

Cynthiad66

The instructions given by @DawnC should have allowed you to submit your Disaster Relief income. Since you have tried so many times, your computer may be caught in a loop where you may need to Clear cookies, history and reboot.

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