The latest update that we have, states that it will be available on March 9, 2023, for TurboTax users.
If you are using the desktop editions of TurboTax, make sure to keep updating your software. Click on Online at the top of the desktop program screen. Click on Check for Updates.
You must go to the Retirement Income section of the program for a Form 1099-R to be able to enter your 3rd year of the 2020 distribution -
- Click on Federal
- Click on Wages & Income
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the Start or Revisit button
- On the screen Did you get a 1099-R in 2022? (Click on NO, if you did not receive a 2022 Form 1099-R in 2023).
If you had a Covid-19 related distribution in 2020 and selected to spread the distribution over 3 years:
Answer Yes when asked Have you ever taken a disaster distribution before 2022?
Answer Yes when asked if you took a Qualified 2020 Disaster Distribution
Check the box that this was a Coronavirus-related distribution reported in 2020
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