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usermail
New Member

How do I report my CARES act COVID distribution on my 2022 taxes (I am splitting it over three years, this is 3/3)?

 
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1 Reply
DaveF1006
Expert Alumni

How do I report my CARES act COVID distribution on my 2022 taxes (I am splitting it over three years, this is 3/3)?

Here is how to report:

 

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R” and you should see the “Your 1099-R Entries” screen
  4. Click "edit" and continue until "Tell us if any of these uncommon situations apply" screen
  5. Select "I took out this money because of a qualified disaster (includes COVID-19)" (TurboTax will walk you through questions once this section is ready)

Please note, you will need copies of your 8915's from your 2020 and 2021 return to complete the answers to the questions that will be asked regarding youe distribtions taken in those years.

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