Deutchlady
Level 1
07-31-2022
10:58 AM
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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