You need the form 8915-F for the disaster distribution. If you have not been through the retirement plan section and activated it, you need to: Get a copy of your 2020 form 8915-E Open your return Go to the Federal Income section Scroll down to retirement plans Select the IRA, 401k, Pension, start/edit Did you receive a 1099-R, no Did you take a disaster distribution?, yes Qualified 2020, yes Coronavirus related distribution, check the box answer using your 8915-E, line 4b or 5b from 2020. You will enter 1/3 of the distribution on either line 9 or line 17. Leave the other lines blank. Click done with income Did you take a disaster distribution any time between 2018-2020? No - this seems wrong but you have already answered the question and don't want to loop around.

Question

How do you complete the information to recognize income for 2021 from the 2020 Coronavirus Disaster Retirement Plan Distribution? The program says "Needs Review"

Forum|Forum|4 years ago
April 8, 2022
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TurboTax Deluxe Online

AmyC

Employee

You need the form 8915-F for the disaster distribution. If you have not been through the retirement plan section and activated it, you need to:

Get a copy of your 2020 form 8915-E
Open your return
Go to the Federal Income section
Scroll down to retirement plans
Select the IRA, 401k, Pension, start/edit
Did you receive a 1099-R, no
Did you take a disaster distribution?, yes
Qualified 2020, yes
Coronavirus related distribution, check the box
answer using your 8915-E, line 4b or 5b from 2020. You will enter 1/3 of the distribution on either line 9 or line 17. Leave the other lines blank.
Click done with income
Did you take a disaster distribution any time between 2018-2020? No - this seems wrong but you have already answered the question and don't want to loop around.