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Retirement tax questions
The ability to enter the payment has not yet been implemented in TurboTax. It's form 8915-F scheduled for 3/31/22. Once those forms are implemented you will visit the "Retirement" topic in the "Wages and Income" tab. If you have Forms 1099-R for TY2021 distributions, you can enter them as usual.
If not, you just select "NO" when asked if you received a 1099-R.
At either point, you will then be asked about prior year "Disaster Distributions." Follow the prompts from there to enter the second installment of your distribution.
‎February 17, 2022
5:31 PM
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