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Retirement tax questions
you don't know what you are talking about. OP is asking about taking a distribution in 2020 with the CARES Act and in turn is spreading it out over the next 3 years (ie $30,000 taken, apply $10,000 for 2020, 2021, 2022).
i am also wondering how i do this too since i did the same thing. i got a 1099-R last year from my brokerage but didnt get one this year since i didnt take a real distribution but in turn am spreading out the total over 3 years.
TurboTax has no info / guidance on how to do this with the Desktop software or the online. Last year the software did ask if it was CARES / Covid related and if so if you wanted to apply full or break up into 3 years.
this year, no such question or guidance on how we do this with our 1099-R from 2020.