@ung29378 wrote:
Since the 1099-R was for year 2020 and I don’t receive any 1099-R, how do I complete the 1099-R for 2nd portion of distribution qualified and filed in 8915-E form in 2021 filing?
I hope that Turbo Tax online will use last year return and automatically help all of us with this year and next year filing on the distribution. Please advise so I can complete the filing online. Thank you
You will report this in the Retirement Plans and Social Security section under Wages & Income. However, the Form 8915-F has not been finalized by the IRS for including in a 2021 tax return so the questions are not being asked until the form is available. There is no estimate from the IRS when this form will be available, but guessing sometime in March 2022.
