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Retirement tax questions
@Jl63 You are being asked to Review the Form 1099-R because you answered Yes to the question Did you take a disaster distribution at any time between 2018 and 2020? when you should have answered NO if you have already completed the entry of the 2020 Coronavirus-related distribution and you selected to spread the distribution over three years.
Scroll down to the bottom of the Wages & Income page and click on Wrap up income
On the screen Did you take a disaster distribution at any time between 2018 and 2020?
Answer NO since you have already completed the entering the 1/3 of the 2020 distribution.
‎April 6, 2022
8:51 AM