Did you take a disaster distribution from your pension funds between 2018 and 2020? A disaster distribution allowed you to spread the distribution over three 1040 tax returns.
If so, IRS Form 8915 will be needed to complete your tax return but that form is not yet available. See this TurboTax Help.
If you did not take a disaster distribution from your pension funds between 2018 and 2020, follow these steps.
- Go to Federal / Wages & Income.
- Scroll down to Wrap up income.
- Continue.
- At the screen Did you take a disaster distribution at any time between 2018 and 2020? answer No.
Now watch the headings under Federal closely.
- When you are in Deductions & Credits.
- Scroll down and click on Wrap up tax breaks.
- Then you are in Other Tax Situations.
- Scroll down and click on Let's keep going.
- Continue through to Federal Review.
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