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Amy B
Level 3
April 17, 2021
Question

Qualified 2020 Disaster Retirement Plan Distributions

  • April 17, 2021
  • 2 replies
  • 14 views

Do you enter Qualified 2020 Disaster Retirement Plan Distributions on a 1099R worksheet AND Form 8915E (both places)?

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2 replies

dd4vols
dd4volsIntuit Community Champion
Intuit Community Champion
April 17, 2021

on the 1099-R, after you have entered the info from the 1099-R,  you scroll down to the "Qualified Disaster Distribution Smart Worksheet" , check "2020 Coronavirus related", and the next line "entire amount is qualified", and it populates the 8915E.  if you want to opt OUT of the 3-year taxation part, on the 8915E, scroll down to the "taxable 3-year spread" box and check that

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    E
    ejdtaxman
    Level 6
    April 17, 2021

    You can also specify a lower amount that is qualified if they want to spread out some of the tax but not all of it. 

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