DanaB27
Expert Alumni

Retirement tax questions

Yes, you should have gotten a 2020 1099-R since your withdrawal was in March 2020, it should list the tax withheld in box 4. 

 

Just enter the  2020 1099-R on your 2020 tax return and the taxes withheld will be applied towards any balance due in 2020:

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”

 

@vb2k

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