For last year's taxes, it was easy to figure out how to handle my 401k CARES withdrawal in Turbo Tax. I had the withdrawal in 2020, so received a 1099-R that indicated that. I paid about 1/3 of the withdrawal back and that showed up on form 8915-E. I didn't have to pay any taxes because of that repayment.
Now trying to complete taxes for tax year 2021, I didn't receive a 1099-R because I didn't have a withdrawal in 2021. So there is no way that I can find to trigger the sequence in Turbo Tax that lets me state how much I repaid this year to reduce my tax liability. In other words, I can't figure out how to trigger the 8915-E form in Turbo Tax.
Second related question - I actually repaid a few hundred $ more than 1/3 last year. I saw an IRS document that said I can carry that excess repayment forward and count it toward this year's repayment. I'm not sure how to do this in Turbo Tax either.
Thanks for any help!
