enlowmns
Level 1

I am having difficulty getting the program to take off the 10% penalty for the cares act distribution.  I have clicked on the covid 19 disaster, but the 10% penalty still shows up how do I override this or get the program to take it off?

 

0 Cheers
qbteachmt
Level 15

Here is your Help article:

https://proconnect.intuit.com/community/individual/help/proseries-form-1099-r-faq-s/00/4853

And read the Form 8915-E instructions, to be sure everything qualifies.

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Just-Lisa-Now-
Level 15
Level 15
2 boxes on the 1099R worksheet for the covid disaster, both need to be checked for it to send the info to the 8915E

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