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Retirement tax questions
You do not need to enter a disaster name from FEMA for the Coronavirus related disaster. Please follow the steps below.
- Wages & Income > Retirement Plans and Social Security >
- IRA, 401(k), Pension Plan Withdrawals (1099-R) > Start, Revisit or Update > Continue
- Answer Yes 'Have you ever taken a disaster distribution before 2021?
- Answer Yes, You had a 2020 Qualified Disaster Distribution
- Complete the Information using your 2020 Tax return > Continue
- Enter any amount you may have repaid in 2021
- Finish the entry for your spouse if applicable or just click Continue
- Complete any additional retirement questions as you move through this section
- Continue until you have finished and returned back to the Wages & Income Screen.
- Do NOT stop and change sections without completing it.
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March 24, 2022
12:34 PM