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Get your taxes done using TurboTax
@Vil86 wrote:
I haven't received 2021 1099-R from Fidelity. Am I supposed to use the 2020 1099-R because I spread the early withdrawal over 3 years due to COVID?
No, you do Not enter your 2020 Form 1099-R in the TurboTax section for reporting a 1099-R.
To report the three year distribution of the withdrawal made in 2020 there is a new Form 8915-F for reporting the distribution. This 8915-F is not yet available in the TurboTax program.
‎February 8, 2022
9:00 AM