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Retirement tax questions
TurboTax is reminding you that the taxable amount was reportable on your 2018 tax return. If the $544.04 of taxable earnings was not already included on your 2018 tax return (2018 Form 1040 line 4b and the early-distribution penalty on Schedule 4 line 59), you must amend your 2018 tax return and add this Form 1099-R, making sure to indicate in the follow-up questions that it is a 2019 Form 1099-R. If these amounts were already included, there is no need to amend.
‎April 25, 2020
5:09 AM