The withholding reported on the 2020 1099-R would likely have been refunded or used to pay the Federal balance due on the 2020 Federal 1040 tax return.
You will need access to the figures on your 2020 IRS Form 8915-E. To access IRS Form 8915-F:
- Go to Federal / Wages & Income / Your income / Retirement Plans and Social Security / IRA, 401(k), Pension Plan Withdrawals (1099-R),
- Click Start / Revisit to the right,
- At the screen Have you ever taken a disaster distribution before 2021?, answer Yes.
- At the screen Did you take a 2020 Qualified Disaster Distribution? select Yes, you had a 2020 Qualified Disaster Distribution.
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