ColeenD3
Expert Alumni

After you file

Did you enter the Retirement section and answer the required questions?

 

The section is now available. Follow these steps to report any further tax to be paid:

 

  1. Login to  TurboTax 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. If you do not have any 2021 1099-R answer "No" to "Did you get a 1099-R in 2021?"
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen.

You will be guided through the screens.