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

mikedue54 · ‎March 8, 2022

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

HelenC12 · ‎March 8, 2022

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

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mikedue54 · ‎March 8, 2022

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

KristinaK · ‎March 8, 2022

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

TurboTax Online:

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

TurboTax Desktop/Download Versions:

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

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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