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Form 1040 Line 4a & 5a Retirement distributions showing as blank

jc1628
Level 3

Is anyone else noticing that Line 4a & 5a are not populating?  This has been happening since the update came out for Form 8915-F. 

The 2020 Covid total distributions do not show in 4a or 5a but now no other types of retirement income is showing either!

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1 Solution

Accepted Solutions
sjrcpa
Level 15

Is the correct amount in 4b and 5b? And is it equal to the total distributions?

If yes to both, 4a and 5a don't have to be completed. 

Intuit must have changed from the "optional" presentation they were doing before.


Ex-AllStar

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4 Comments 4
Just-Lisa-Now-
Level 15
Level 15

Youre not completing the 8915E properly.

Open the 8915E.  Mark the box near the top that says Corona virus 2020 distributions reported in 2020.  Then scroll down to Line 12 (non IRA) or Line 26 (IRS) and put in your 1/3 amount of payment.  This will make the figures flow to the 8915F and the proper lines 4b/5b of the 1040.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
jc1628
Level 3

This is for a tax return that does not have any 8915 or any Covid distributions at all. I noticed it & looked at all returns with 1099-R and box 4a & 5a are blank for ANY 1099-R. 

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sjrcpa
Level 15

Is the correct amount in 4b and 5b? And is it equal to the total distributions?

If yes to both, 4a and 5a don't have to be completed. 

Intuit must have changed from the "optional" presentation they were doing before.


Ex-AllStar
jc1628
Level 3

Yes the correct amount is showing up in 4b & 5b. You must be correct but I was thrown off because it was showing up prior to the 3/24/22 release with the 8915-F form but now is not. 

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