DawnC
Expert Alumni

Deductions & credits

Yes.  Her distributions are reported on a 1099-R.   Where do I enter a 1099-R?  You won't get a Saver's credit if you have had distributions.  

 

When going through the Saver's credit interview, the information about the distributions should automatically populate if you have entered her 1099-R(s).   But if not, you should enter the amounts of distributions for tax years 2021-2024.  

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