I did not distribute from my IRA for 2021, so I won't be getting a 1099-R. What do I need to enter on Turbo Tax to make sure I don't have any mistakes?

Forum|Forum|4 years ago
February 18, 2022
2 replies
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TurboTax Deluxe Online

MayaD

Alumni - Intuit

Can you please clarify your question?

You didn't take any distribution and didn't receive a 1099R but TurboTax is asking you to enter some information ?

If you didn't receive a 1099-R because you didn't take any distributions, delete form1099-R.

Login to your TurboTax Account
Click on the Search box on the top and type “1099-R”
Click on “Jump to 1099-R” and you should see the “Your 1099-R Entries” screen and click the "trash icon"

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shrddr85-gmail-cAuthor

Level 2

You answered my question perfectly. Thank you! I had received a 1099-R last year because I contributed too much in the year, and I had to take some out so I wouldn't be taxed on it. I didn't do that this year, so, there was no need to send the form to me, according to Schwab.