BrittanyS
Expert Alumni

Retirement tax questions

Here are the steps to enter your distributions to have them distributed over the 3 years:

 

  1. Open or continue your return in TurboTax.
  2. In the left menu, select "Tax Tools"
  3. Click "Tools".
  4. In the pop-up window Tool Center, select "Delete a form".
  5. Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
  6. Click on the "Search" on the top and type “1099-R”  
  7. Click on “Jump to 1099-R” 
  8. 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)
  9. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  10. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  11. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

@joeldiaz24 

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