DanaB27
Expert Alumni

Retirement tax questions

Yes, this screen can be confusing but when you answer "Yes" to the "Did you take a 2021 Qualified Disaster Distribution?" screen it will open up and give you the option to select "This was a Coronavirus-related distribution reported in 2020". Selecting this will indicate that you are reporting the 3rd portion of the 2020 distribution.

 

@ccspyrou

 

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