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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:
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
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May 13, 2021
7:50 AM