MarilynG1
Expert Alumni

Get your taxes done using TurboTax

You are correct, the screenshot you posted has nothing to do with the Stimulus.  It refers to a 'Covid-related disaster distribution' (reported on Form 1099-R for 2020).

 

If you did not take a retirement plan distribution in 2020 and elect to pay the tax over three years, you may have accidently indicated YES to that question in TurboTax.

 

If that applies:

 

  • 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.

If you're using TurboTax Online, close the program, clear your Cache and Cookies and re-visit the review.

 

If you did take a 1099-R disaster distribution in  2020,  Form 8915-F to report this in your Federal return will be available 3/24/22, so you can Efile after that.

 

 

 

 

 

 

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