These details are captured during the Form 1099-R interview. After entering all your details and selecting Done, more questions will follow.
Return to TurboTax and search for 1099-R. Select the Jump to link in the search results. Select the 1099-R that has the early distribution.
- Verify that the questions were answered after entering Form 1099-R:
- Where is your distribution from?
- If applicable, select: Pension/IRA distributions received before retirement age / None of the above
- Do any of these situations apply to you?
- If applicable, select: I took out this money because of a qualified disaster (includes COVID-19)
For more information, see: What is Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments?
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