Retirement tax questions
No, you do not get a new 1099-R. You did not have a distribution. No, you do not re-enter a 1099-R as it does not apply to this year. You will still go that section. When asked if you have a 1099-R, answer no. Then you will be asked if you made a disaster-related retirement distribution, answer yes.
Follow these steps to enter your information. It is taking a while to get the availability for the form.
Follow these steps to report any further tax to be paid:
- Login to TurboTax
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R”
- If you do not have any 2021 1099-R answer "No" to "Did you get a 1099-R in 2021?"
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen.
You will be guided through the screens.
