@JMJ1338 wrote:
So just to be clear, I entered a standalone 1099 R in turbo tax this year and listed 1/3 of my distribution, was that incorrect? Should I delete that? I am confused on how to report this.
If you did not have a distribution from your retirement plan in 2021 then you would not have received a Form 1099-R from the plan administrator. Delete the Form 1099-R you created.
When the IRS Form 8915-F is available in TurboTax the questions for 1/3 of the 2020 distribution will be asked in the Retirement Income section of the program.
