Retirement tax questions


@tbanger67 wrote:

Has this been updated? Software still will not let me enter my second year of deferred withdrawals from 2020. Also we do not re-submit the 1099R information from 2020 correct? We will just enter the appropriate amount for 2021 correct?


Correct you do Not re-submit the 2020 Form 1099-R.

Correct you will need to enter the appropriate amount for 2021 on the Form 8915-F.

 

Form 8915-F, Qualified Disaster Retirement Plan Distributions and Retirements for tax year 2021 is estimated to be available in TurboTax on 03/31/2022 (possibly sooner)

Go to this TurboTax website for IRS forms availability - https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotax_fed_online_individual.html