ErnieS0
Expert Alumni

Get your taxes done using TurboTax

It depends on when you received the income. If you received a Form 1099-R distribution in 2020 then amend your 2020 return to report the distribution and pay any 5329 penalty.

 

How do I amend my 2020 return?

 

You can prepare a substate Form 1099-R if your custodian did not send you a form in 2020.

 

  1. Type 1099-r in Search in the top right
  2. Select Jump to 1099-r
  3. Keep going after you enter your information until you see the screen Do any of these situations apply to you?
  4. Select None of these apply and fill out the info
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"