MaryK4
Expert Alumni

Retirement tax questions

No, you will not get another 1099-R in 2021 for the distribution you did in 2020.  If you elected to use the three-year tax and used Turbo Tax last year, your information will be in the program.  

 

To find it, go to IRA, 401(k), Pension Plan Withdrawals (1099-R) 

Did you get a 1099-R in 2021? NO

Have you ever taken a disaster distribution before 2021? YES

and continue through the interview.

 

 

 

 

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