kelbee
New Member

Retirement tax questions

My prompts are not matching up with what the expert recommended.  He said to say "no" when it asked if I received a 1099-R this year in order to prompt the other Coronovirus-related questions. However, I did receive an unrelated 1099-R for a 401K withdrawal taken in 2021. I've entered that information but am unclear how to enter the one-third I need to enter from my 2020 withdrawal.  Also, I'm using the online program not the software if that helps.