ErnieS0
Expert Alumni

After you file

You can change the information in 2021 by going back into Retirement Plans and Social Security @Prohealthgram. Currently this section is not ready in TurboTax.

 

When it is ready, here's what to do.

  1. Type 1099-r in Search in the top right
  2. Select Jump to 1099-r
  3. On Did you get a 1099-R in 2021? say Yes or No.
  4. If you answered Yes, fill out the 1099-R section.
  5. Once you are finished you will see Have you ever taken a disaster distribution before 2021? This is what you will see if you answered No,
  6. Say Yes you took a distribution before 2021
  7. Say Yes to Did you take a disaster distribution at any time between 2018 and 2020? and continue through the screens.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"