Deutchlady
Level 1

After dinking around for some time, I believe I found the answer to getting the software to do what we need it to do.  I opened up form 8915-E, scrolled down to "2020 Form 8915-E Distributions Smart Worksheet" and entered in A - Total 2020 qualified disaster distribution the total (had to ignore the 'other than" stuff... sooo confusing!!!)  AND checked B - Coronavirus-related distributions reported in 2020.

This did succeed in flowing the 1/3 of the total to lines 12, 13, and 15 of 8915-F and subsequently to the 1040 worksheet and onto 1040 5b Pensions and annuities Taxable amount.

Diane

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