Retirement tax questions


@mbrockway4421 wrote:

And what proof does the IRS require?  Is there some form you fill out? 


You always must be able to prove anything you put on your tax return if audited and the IRS asks for it, but not with yiur tax return.

 

No form. just enter the 1099-R into TurboTax and it will ask if it was a COVID related distribution and answer the questions.

**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.**