Please follow these steps to report the 3rd portion of the COVID distribution (or any repayment):
- Login to your TurboTax Account
- Click on the "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R”
- 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)
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
- Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
- Check 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.
@JL86
@universaltax2022
No, if it was a regular distribution and not a qualified disaster distribution then you cannot spread it over 3 years. A 2021 Form 1099-R belongs on your 2021 tax return.
Please see Coronavirus-related relief for retirement plans and IRAs questions and answers for additional information
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