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Get your taxes done using TurboTax
I answered NO that I did not receive a 1099R in 2021 and line 9 and 17 are NOT checked on Form 8915-E. Turbuo Tax then asks, "Did you take a disaster distribution at anytime between 2018 and 2020?" "...Select YES if you need to report 1/3 of the amount of your distribution from a prior year."
The options are:
1) Yes, I took a disaster distribution for a disaster that occurred in 2020
2) Yes, I took a disaster distribution for a disaster that occurued in 2018 or 2019
3) No, I did not.
I CHOSE:
1) Yes, I took a disaster distribution for a disaster that occurred in 2020
And the message I received was, "You'll need to visit the Form 1099-R Retirement topic
Please visit the Retirement topic IRA, 401K. Pension Plan Withdrawals(1099R) in Wages & Income under the Federal Taxes section.
What am I supposed to do in that section if I did not receive a 1099-R for 2021??