JohnB5677
Employee Tax Expert

Retirement tax questions

It looks like you are Online with TurboTax Premiere.

Did you actually have a 401K distribution, or is this where you are directed to for an error?

Please follow these steps and let us know what is different.

 

Start at Wages & Income

Scroll down and select IRA, 401(k), Pension Plan Withdrawals (1099-R)

This may say Review 

  1. Have you ever taken a disaster distribution before 2021? = Yes
  2. Did either of you take a disaster distribution at any time between 2018 and 2022? = No

Please let us know if this works, but if not, please add any details.

 


 

 

 

 

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