To verify, did you spread the contribution over 3 years and entered the repayment when TurboTax asked?
- Login to your TurboTax Account
- Click on the "Search" 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?"(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)
- Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen
- Follow the instructions on the screen
Please be aware, since we cannot see the details of your return we cannot answer where the information comes from.
You might want to check Form 1040 if the retirement income looks accurate there (line 4 for IRA distributions and line 5 for pension).
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