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Retirement tax questions
You will not enter the 2020 1099-R Form on your 2021 tax return but you will go to the retirement section when ready and answer questions in regards to the distribution and any repayment.
Once the section is available follow these steps:
- Login to your TurboTax Account
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R”
- If you do not have any 1099-R answer "No" to "Did you get a 1099-R in 2021?" (If you have any 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info” screen)
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen
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January 25, 2022
1:46 PM
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