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

[Mark940]

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

[qbteachmt]

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.

[itonewbie]

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.