DavidD66
Expert Alumni

Retirement tax questions

You will not receive a 2021 Form 1099-R for your 2020 coronavirus related distribution.  The entire distribution was reported on your 2020 1099-R.  You do not need to re-enter the 2020 1099-R.  You will be able to see on your return that you are only being tax on 1/3 of the total 2020 distribution.  If you want to see the return before you file, you can do so by paying and then printing a copy of your return prior to filing.

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