DanaB27
Expert Alumni

Retirement tax questions

I assume you mean you need Form 8915-F for a disaster retirement distribution (like the COVID distribution in 2020). Form 8915-F isn't ready in TurboTax. Please see IRS forms availability table for TurboTax individual (personal) tax products for updates.

 

Once the section is available follow these steps to report any further tax to be paid or any repayment:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. 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)
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen

 

@4143692

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