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Retirement tax questions
This is for 2020 1099-R withdrawals was copied from above.
The screen to designate your 1099-R withdrawal as money taken out due to Covid-19 is found on the 1099-R input screen. Although the forms are not available to be e-filed yet, you may enter your information now and revisit the area in TurboTax at a later date.
You can input your 1099-R in TurboTax by following these steps:
- Open your return.
- Search 1099-R with the magnifying glass tool on top of the page.
- Click on the Jump to 1099-R link at the top of the results.
- Answer yes to the question Did you get a 1099-R in 2020?
- Click continue to the page Get ready to be impressed.
- Follow the on-screen instructions.
- On the page Tell us if any of these uncommon situations apply, put a check mark next to the statement I took out this money because of a qualified disaster (Covid-19)
‎January 31, 2021
11:50 AM