Retirement tax questions


@LeslieStrother  wrote:

When we put in a Covid distribution last year, we spread the taxable income over 3 years. Since this will be the 2nd year claiming a 1/3 of that income, how do we input that income on TurboTax? 


By going to the 1099-R interview even if you do not have a 1099-R.  TurboTax will ask if if you had a disaster distribution.   The new IRS form for 2021 is the 8915-F which is still in the draft state at the IRS and probably will not be  released until March.

**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.**