@dealboyd wrote:
I took $99k as an early distribution from my IRA due to COVID hardship. I had them withhold plenty of cash to cover the tax. Now, I don't have the second screen shot question appearing for me, asking if I want to pay all the tax this year versus spreading it out over three years. I'm getting $20k back in a refund but I don't want to have the extra tax hanging over my head for the next two years. How can I force that screen to appear?
It should appear automatically.
If you are using the online version then: Try deleting the 1099-R and the 8915E form and re-enter the 1099-R?
https://ttlc.intuit.com/community/accessing/help/how-do-i-view-and-delete-forms-in-turbotax-online/0...
If using the CD/download desktop version then switch to the forms mode and select the 8915E form and near the bottom of Part I you will find "Taxable 3 year spread Worksheet" Check the box to pay it all in 2020, uncheck to spread over 3 years.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
