DaveF1006
Expert Alumni

Retirement tax questions

You may address this in your 2022 return. Here is how.

 

  1. Go to federal>wages and income>Retirement plans and Social Security>IRA's, 401K's etc.
  2. The first question asks if you receive a 1099R.  If you did not receive it, say no.
  3. The next page asks if you took a disaster distribution in prior years or repay prior years disaster distributions. Here is where you will report your prior year's repayment.
  4. If you receive a 1099R in 2022, you will report it and the same question will appear later after you report your 1099R information.  Here is a screenshot on what that screen will look like in your program.

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