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Retirement tax questions
Yes, please check back for updates.
Once the IRS releases the final instructions and form and TurboTax has updated please use these steps to get the disaster distribution questions in the retirement section:
- 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 2021 1099-R answer "No" to "Did you get a 1099-R in 2021?" (If you have any other 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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February 6, 2022
8:13 AM