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K
Kime65
Level 2
January 28, 2021
Question

Cares Act Section 2202 1099-R Distribution

  • January 28, 2021
  • 2 replies
  • 0 views

Need guidance as to how to properly enter the 1099-R if the recipient received a distribution not subject to the 10% penalty as a result of COVID-19 for both Federal and State.

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2 replies

qbteachmt
qbteachmt
Level 15
January 28, 2021

Wait for the form 8915-E to be finalized on Feb 18 per Intuit; wait for the program to be updated with that form.

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    K
    Kime65Author
    Level 2
    January 28, 2021

    Thank you 

    A
    athaureaux6
    Level 7
    January 28, 2021

    The update is coming soon. But if you look at the 1099 R and scroll down you will the option that says Coranavirus Distribution, if you check, it will waive the 10 % penaltly once is updated , you already see something pops up that says it is not updated. And also you will use 8915E if you elect to split the distribution in 3 years. Hope it helps. 

      K
      Kime65Author
      Level 2
      January 28, 2021

      I searched the 1099-R and I did not see anything referencing Coronavirus.  Please advise 

      K
      Kime65Author
      Level 2
      January 28, 2021

      GO TO THE 1040, LINE 5A, PENSIONS, CREATE A 1099R, SCROOL DOWN AND YOU WILL SEE SOMETHING THAT SAYS DISASTERS DISTRIBUTIONS. 


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