DanaB27
Expert Alumni

Retirement tax questions

Please verify that you have entered the amount twice from Form 8915-E, line 17 (if it was from an IRA). This amount should be 1/3 of your 2020 COVID distribution.

 

Also, make sure that you check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here".

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top and type “1099-R”  
  3. Click on “Jump to 1099-R” 
  4. If you do not have any 2021 1099-R answer "No" to "Did you get a 1099-R in 2021?"(If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen
  6. Follow the instructions on the screen
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