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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
- Have you ever taken a disaster distribution before 2021? = Yes
- 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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March 28, 2022
5:38 AM