LenaH
Expert Alumni

Retirement tax questions

If you repaid all of the funds before December 31, 2020, you will have to enter this information on the page titled Did you repay any of this distribution? I have attached a screenshot below for additional guidance. This screen flows your entry of the 1099-MISC. 

 

To get back to your 1099-R input, please follow the instruction below:

  1. Open your return.
  2. Search 1099-R with the magnifying glass tool at the top of the page.
  3. Click the Jump to link.
  4. Answer all the screens that follow.
  5. When you reach the page Did you repay any of this distribution?, answer accordingly. 

On the mock-up return I completed, none of the amount on the 1099-R that was taxable and a Covid-19 distribution (which I later marked as repaid in full) was taxable.