DpRT
Returning Member

Retirement tax questions

Hi, and thanks.  Let me see if i understand your response clearly.  For 2021 & 2022 i will NOT enter any 1099-R information at all, because I entered the entire withdrawal total on my 2020 taxes.  However, I will have to file another 8915-E when it is available on Turbo Tax at the end of March because I chose to spread the tax payments over those 3 years.  Does this sound correct?