Retirement tax questions

Yes, ​​​​​​the total distribution should be on line 4a and the earnings should be on line 4b (taxable amount) of Form 1040.

Please enter the distribution as a regular 1099-R since you might not be able to e-file with a substitute 1099-R.

To create a 1099-R in your 2020 return please follow the steps below:

1. Login to your TurboTax Account 
2. Click on the Search box on the top and type “1099-R”
3. Click on “Jump to 1099-R”
4. Answer "Yes" to "Did you get a 1099-R in 2020?"
5. Select "I'll type it in myself"
6. Box 1 enter total distribution (contribution plus earning)
7. Box 2 enter the earnings
8. Box 7 enter P and J 
9. Click "Continue"
10. On the "Which year on Form 1099-R" screen say that this is a 2021 1099-R.