MayaD
Expert Alumni

Retirement tax questions

Please follow the steps below:

  1. Log in to your account. 
  2. Select Federal Taxes.
  3. Go to wages and Income 
  4. Scroll down to Retirement Plans and Social Security
  5. Select Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  6. Answer No to the question Did you get a 1099-R in 2021?
  7. Answer Yes Have you ever taken a disaster distribution before 2021?
  8. Answer Yes Did you take a 2020 Qualified Disaster Distribution?
  9. On the next screen enter the information from your 2020 Form 8915E.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"