- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Your questions will be shown and the answers will follow each question below.
Question: Do you enter the full distribution amount?
- No, you enter the 1/3rd amount when you are on the 8915-F screen (Use your 2020 Form 8915-E to complete this screen)
Question: I received a 1099 in 2021, but I didn't receive one in 2022. Should I have from my financial institution?
- You do not need your financial institution information for your 2021 tax return for the distribution you received in 2020.
Question: And if I'm not supposed to receive a 2nd 1099, what information do I submit?
- There is nothing to submit with your 2021 tax return in regards to a distribution you chose to claim over the three year period due to COVID.
Follow the instructions provided by our awesome Tax Champ @DoninGA for your entry.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 30, 2022
12:12 PM