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Retirement tax questions
Please follow the steps below:
- Log in to your account.
- Select Federal Taxes.
- Go to wages and Income
- Scroll down to Retirement Plans and Social Security
- Select Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Answer No to the question Did you get a 1099-R in 2021?
- Answer Yes Have you ever taken a disaster distribution before 2021?
- Answer Yes Did you take a 2020 Qualified Disaster Distribution?
- On the next screen enter the information from your 2020 Form 8915E.
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March 24, 2022
10:04 AM