groovingator
Level 1

On the 1099-R worksheet just below the normal data entry area is the "Qualified Disaster Distribution Smart Worksheet". Checking the box in section A for "2020 Coronavirus-related Distribution both removes the 10% early withdrawal penalty and attributes one third of the distribution to each of the 2020-2022 tax years. In section B click the "Entire distribution is qualified" if appropriate or enter the desired value on the line below. Amount limited to $100,000.

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