MinhT1
Expert Alumni

Retirement tax questions

You will not get another form 1099-R this year.

 

You will report the second taxable portion of your 2020 coronavirus distribution in the Retirement section under Wages and Income of TurboTax.

 

However, this section is not yet ready as the IRS has not yet issued instructions for form 8915-F and you'll need to revisit this section later.

 

Please read this TurboTax Help topic on form 8915-F.

 

At this time, we do not know when the IRS will finalize form 8915-F as it is still in draft form as of February 2, 2022.

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