MarilynG1
Expert Alumni

Retirement tax questions

@july007A When you enter your 1099-R, if you indicate it was 'covid-related' (financial hardship), you will not be subject to any penalty and will be able to Efile (screenshot).

 

You may want to delete your 1099-R and re-enter it to make this election.

 

Click this link for more info How to Enter 1099-R.

 

 

 

 

 

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