DMarkM1
Expert Alumni

Retirement tax questions

As @rjs mentions the forms are not approved/released yet.  Once those forms are implemented you will visit the "Retirement" topic in the "Wages and Income" tab.  If you have Forms 1099-R for TY2021 distributions, you can enter them as usual. 

 

If not, you just select "NO" when asked if you received a 1099-R. 

 

At either point, you will then be asked about prior year "Disaster Distributions."  Follow the prompts from there to enter the second installment of your distribution.  

 

Here is a link to the TurboTax forms availability page where you can monitor the implementation status.  It will be a Form 8915 for TY2020 distributions.  

 

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