Enter qualified disaster distributions

Use these steps to enter qualified disaster distributions.
  1. Go to the
    Retirement
    folder.
  2. Select the
    1099R
    screen.
  3. Enter the distribution information as reported on Form 1099-R.
  4. Go to the
    1099R-2
    screen.
  5. Scroll down to the
    Qualified Disaster (or COVID-19) Distribution and Repayments
    section.
  6. Fill out these fields.
    • Year of qualified disaster
    • Disaster Name
    • Date of distribution
    • Qualified distribution amount
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