TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 2

Question

1099-R

Forum|Forum|4 years ago
March 12, 2022
1 reply
1 view

I withdrew from my 401K in 2020 and I input my 1099-R in my 2020 taxes and I chose to have the taxes split over 3 years. Now, Turbo tax is prompting me to put in a 1099-R for 2021. Do I enter the same 1099-R from 2020 again? I just want to pay the 1/3 that I have due in 2021 and I don't want it to be reported as if I took a second distribution.

Level 15

No, you do Not enter the 2020 Form 1099-R on the 2021 tax return.

The Form 8915-F for reporting 1/3 of the distribution from 2020 is not yet available.

Form 8915-F, Qualified Disaster Retirement Plan Distributions and Retirements is schedules to be available in TurboTax on 03/24/2022

Level 2

Thanks so much for your quick response and help! I'll wait until 3/24 to complete my taxes.