Texas severe weather

Forum|Forum|4 years ago
April 13, 2022
4 replies
16 views

I have a tax customer that took a withdrawal from her 401K for the Texas sever weather that’s apart of the Cares Act. Form 8915F isn’t allowing me to enter the information for 2021 cares act. Is there a magical box I’m missing?

ProSeries Professional

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Just-Lisa-Now-

Intuit Community Champion

You may have to use the 8915E and input the FEMA number and the figures in that first table, that should make it transfer to the 8915F

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J

judys3Author

Level 6

When entering the 1099-R information there's not a disaster box for 2021? I checked the 2020 box and it did complete the form 8915F for 2021, but has box marked for 2020 disaster. This was a 2021 disaster.

T

Terry53029

Intuit Community Champion

You don't fill out the form. You use the disaster worksheet

J

judys3Author

Level 6

The disaster worksheet does not solve my problem of the customer being allowed the distribution from 401K without the 10% early withdrawal penalty.

Just-Lisa-Now-

Intuit Community Champion

The 1099R worksheet, I forgot about that being the starting place for a disaster distribution....scroll down the 1099R worksheet to the disaster section.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪