JohnB5677
Expert Alumni

Retirement tax questions

If you've tried the previous steps and you did not resolve the question about the disaster distributions in 2020, then try the steps listed below

 

Go to Wages & Income

  1. Scroll down to "Retirement Plans and Social Security

  2. Select IRA, 401(K) Pension Plan Withdrawals(1099-R) = Continue (you don't need to add any income forms)

  3. Have you ever taken a disaster distribution before 2021? = Yes (even if you didn't)

  4. Did either of you take a disaster distribution at any time between 2018 and 2022? = No

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