DanaB27
Expert Alumni

Retirement tax questions

Thank you I reviewed your token and you haven't answered the 2020 Qualified Disaster Distribution question. But I saw you had two Form 1099-R entered, are both of them from 2022? Please make sure you do not enter your 2020 Form 1099-R on your 2022 tax return. You will need to answer the 2020 Qualified Disaster Distribution questions to enter the 3rd portion (1/3 of the distribution).

 

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top and type “1099-R”  
  3. Click on “Jump to 1099-R” 
  4. Enter all your 2022 Form 1099-R (if you don't have any answer "No" to "Did you get a 1099-R in 2022?")
  5. After entering your last 2022 Form 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen
  6. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  7. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  8. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information from your 2021 Form 9815-F (for example, if you took a $30,000 Covid distribution from a retirement plan (other than IRA) in 2020 and split it over 3 years you will enter $10,000 on line 12 and 13, then $10,000 will be added to line 5b of Form 1040).

 

 

 

@RMTK0808 

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