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Retirement tax questions
This is the latest as indicated in this thread. I watched the form each day on the IRS website to be sure I would know when it was finally released out of draft. Sign up for the update below.
It was recently (approximately 15 days) taken out of draft and finalized. TurboTax has an available date of March 24, 2022. Continue to check the availability date by using the link provided.
When entering your 1099-R in TurboTax CD/Download, you’ll be asked Was this withdraw due to Covid-19? On the next screen, it should ask you Did you test positive for the coronavirus in 2020? However, some users are reporting they aren’t being asked that second question.
We’re working to resolve this issue. If you’d like to receive progress status updates, sign up here.
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