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New Member
posted Mar 8, 2022 9:41:01 AM

If I'm not retired, does the 1099-R for disaster relief related to COVID-19 in 2020 apply to me?

I'm not receiving any money from a pension or 401K.

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3 Replies
Expert Alumni
Mar 8, 2022 9:53:29 AM

Please clarify. Did you do an early withdrawal from your pension or 401(k) in 2020 and you received form 1099-R?

New Member
Mar 8, 2022 10:45:38 AM

Neither my wife nor myself withdrew. We didn’t receive a 1099R.

Employee Tax Expert
Mar 8, 2022 2:14:40 PM

@mikedue54 Would you mind generating a token number for us so that we can take a look? Here are the steps:
 

TurboTax Online:

  1. Sign in to your online account
  2. Click on Tax Tools on the left toolbar
  3. Select Tools
  4. In the pop-up screen, click on "Share my file with agent"
  5. Click OK on the message that a diagnostic file will be sanitized and transmitted to us
  6. Please post the Token Number

 

TurboTax Desktop/Download Versions:

  1. Open your return
  2. Click the Online tab in the top menu bar
  3. Select "Send Tax File to Agent"
  4. Click Send on the message, and the tax file will be sanitized and transmitted to us
  5. Please post the Token Number