Retirement tax questions

To report the payment for tax year 2021 you will need the new IRS form 8915-F.  The IRS has not yet released the final version of this form or the instructions.  It may not be available until mid-March 2022.  Once it becomes finalized by the IRS then TurboTax will include the form in the TurboTax software in the section for reporting a Form 1099-R.

 

See this TurboTax support FAQ for the Form 8915-F - https://ttlc.intuit.com/community/retirement-tax-credits-and-deductions/help/what-is-form-8915-e-qua...

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