DawnC
Employee Tax Expert

Retirement tax questions

Do a search for 1099-R and then used the Jump to 1099-R link to be taken to your retirement income summary.    On the summary screen, scroll to the bottom of the screen, and click on either Done or Continue.   You will be asked about prior year disaster distributions and then you will eventually come to the option to spread the tax over 3 years.   The default setting is to spread the tax but if you already told TurboTax you want to pay all the tax in 2020, you will have to click on the checkmark in the box to remove it.   Once the checkmark is removed, TurboTax will generate Form 8915-E and make the election to pay the tax in 2020-2022.   

 

To spread the tax, uncheck the box when you get to the screen below.     @Referee

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"