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Mark940
Mark940
Level 1
February 7, 2021
Question

How are you entering income from 1099-R Distribution with Code 1 when taxpayer wants to claim over 3 years and no 10% penalty due to Covid-19 related distribution? Thanks

  • February 7, 2021
  • 2 replies
  • 13 views

How are you entering income from 1099-R Distribution with Code 1 when taxpayer wants to claim over 3 years and no 10% penalty due to Covid-19 related distribution? 

Thanks,

Mark

This topic has been closed for replies.

2 replies

qbteachmt
qbteachmt
Level 15
February 7, 2021

For the 1099-R you indicate this is a Disaster withdrawal, and you will use Form 8915-E when it becomes available in the program.

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    itonewbie
    itonewbie
    Level 15
    February 7, 2021

    Look for Screen 13.1 under Form 8915.  The last I checked earlier this week, F.8915-E can only be viewed as a reference copy but not finalized.

    Since the form can't be e-filed, you'd need to attach it as a PDF; F.8915E is already listed in the dropdown for forms to attach.

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