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Retirement tax questions
I followed your instructions and answered all the questions- No - I didn’t get a 1099-R in 2021, yes - I took a disaster distribution before 2021, I entered the qualified Disaster Distribution reported in 2020 and the repayments made, no- I took no other disaster distributions. When I wrap up my income, it asks me if I took a disaster distribution between 2018-2020, when I answer yes, it tells me to visit the form 1099- R and the loop starts over. What am I supposed to do? Say yes I got a 1099-R in 2021? And use all the info from the 2020 1099-R I’m confused!
March 27, 2022
11:48 AM