DawnC
Expert Alumni

After you file

You don't need to do anything with that 2020 form on this tax return.   TurboTax asked because back in 2020, you had the option to spread the tax and repay the distributions, so we are making sure that those rules don't apply to you.   You can verify you reported the 1099-R by looking at your 2020 tax return.    If you are using TurboTax Online, you can sign in and, from the Tax Home page, scroll to the bottom to print your previous years' tax returns.    

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