I am still having trouble following the steps.
There's a disconnect in how I am understanding and following your instructions. Here's your instructions and what the TurboTax Deluxe 2021 screens read:
You: go to the Retirement Income section
Me: Opens with Tabs: Personal Info.; Federal Taxes; State Taxes; Review; File
You: Click on Federal
Me: Click on Tab that reads: Federal Taxes. The Federal Taxes Opens Up these Tabs: Wages & Income; Deductions & Credits; Other Tax Situations; Federal Review; Smart Check.
You: Click on Wages & Income
Me: Click on Tab that reads: Wages & Income. Screen ask: "How do you want to enter your income?" It has two (2) choices. Choice 1 reads: "Walk me through everything" Choice 2 reads: "I'll choose what I work on". I tried both and the results were the same for me. I choose to click on: Choice 2 reads: "I'll choose what I work on".
You: I scroll down to Retirement Plans and Social Security
Me: Clicking on Choice 2 from above, the screen changed and read "Your 2021 Income Summary".
Scrolled down to "Retirement Plans and Social Security".
Found: IRA, 401(k), Pension Plan Withdrawals (1099-R).
You: click on the Start or Revisit button
Me: Tab reads: "Update", not Start or Revisit button.
You: Did you get a 1099-R in 2021? Click on NO, if you did not receive a 2021 Form 1099-R in 2022
Me: Screen reads "Your1099-R Entries". "Here's what we have so far. You can add, edit (change) or delete forms." The opinion was not available to: Click on NO, if you did not receive a 2021 Form 1099-R in 2022.
I did not receive a 1099-R for the IRA this year. How do I my taxes right for Covid19 - 2nd year of the 2021 distribution. The Payer of my IRA withheld 10% tax in 2020. I did not realize it and paid an additional 1/3 more taxes on top of the original withholdings. Now, I need to pay an 1/3 on this 2nd year 2021, and then the last 1/3 in 2022.
At this point, I am not sure what to do. Can you share your expert knowledge as to how to proceed? Time is running out and I truly need your help.
Thank you very much,
AWB
