Retirement tax questions

Most financial institutions will not send 1099-R forms until the end of January 2021 - you should wait for it before entering anything.     If returned after 60 days of the distribution under the CARES act, it will also go on a new 8915-E form that is still under development by the IRS and not available in TurboTax yet.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**