Retirement tax questions
No, do not enter your your 2020 Form 1099-R in your 2022 tax return. If you followed all the steps there may be one more action that could help. In my test I did have to go through the question twice to get the screen to open where I could make the entries (see below).
You should first clear your cache and cookies. It handles many issues that seem nonsensical on a regular basis.
- Close your TurboTax return first.
Watch to be sure you are selecting 'all time' as example. Do not use selections like 'last hour' for those browsers that give you options.
The following are similar steps as provided by @DanaB27 and you can try those steps again after you finish clearing.
Please try the following steps if you are using TurboTax Online to see if the error message will clear:
- Click on the "Search" on the top and type '1099-R' > Click on 'Jump to 1099-R'
- If you do not have any 2022 1099-R answer 'No' to 'Did you get a 1099-R in 2022?' (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 2022?' screen
- Answer 'Yes' to 'Did you take a 2020 Qualified Disaster Distribution?'
- Check the box next to 'If this was a Coronavirus-related distribution reported in 2020 check here', enter your information from your 2021 Form 8915-F, and then continue.
