DanaB27
Expert Alumni

Get your taxes done using TurboTax

Yes, you will answer "No" to the "Did you take distribution in 2021?" question if the only disaster distribution you receieved was the 2020 Covid distribution.

 

Please review these steps:

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top and type “1099-R”  
  3. Click on “Jump to 1099-R” 
  4. If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  7. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
  8. On the "Which disaster affected you in 2020?" screen select the blank entry (click on it) and click "back
  9. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here", enter your information from your 2021 Form 9815-F, and then continue.

 

@SandyOH 

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