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Retirement tax questions
No, if you received a disaster distribution between 2018 and 2020 then you need to wait for Form 8915-F before filing your return.
Please be aware Form 8915-F isn't ready yet. Please see IRS forms availability table for TurboTax individual (personal) tax products for additional information.
Once the section is available follow these steps to report any further tax to be paid or any repayment:
- Login to your TurboTax Account
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R”
- If you do not have any 2021 1099-R answer "No" to "Did you get a 1099-R in 2021? (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info” screen)
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen
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March 6, 2022
6:12 AM