Need to do 2020 taxes. I took an early withdrawal from a traditional IRA in 2020. It was a qualified distribution due to disability, and I have a letter from my doctor. I needed to take the distribution due to economic hardship due to disability but also due to financial consequences caused by Covid-19 resulting in quarantine to me and my household, and reduced income. When I went into my bank to make the withdrawal from the IRA, the bank manager said that despite my doctor letter explaining disability the bank policy was to always code withdrawals prior to 59&1/2 as an early distribution, and that I should go to a tax accountant to "fix" that and get it coded correctly when doing my taxes.. Can I take care of this in Turbo Tax where I can fix the code so it is coded for disability, or do I have to go to a CPA since the 1099-R is coded as an early distribution? If I do it in TurboTax, is there a way to scan and upload the doctor's letter? Do I scan and upload the 1099-R, which I assume the IRS has already? I can't afford to go to a CPA now, so I am really hoping I can take care of this with TurboTax.
