Since the 8915-F Form is now available, I'm trying to figure out what information to fill in about the 1099-R since I only received one in 2020.

Now I'm trying to fill out my taxes since the form is now available.

Since the withdrawal was from 2020, I did not receive a 1099-R in 2021.

How do I enter any information about the withdrawal being split over 3 years if the only 1099-R I have is from 2020?

Also, the amount should have been divided up into 3 parts, but on the page where it shows my income comparison for 2020 & 2021, the full amount of the withdrawal shows under 2020. Shouldn't it just be 1/3 of the amount over 2020, 2021, & 2022?

How does this work?

694

Level 15

Mar 26, 2022 12:48:54 PM

Answered in your prior post here - https://ttlc.intuit.com/community/retirement/discussion/re-why-isn-t-turbo-tax-allowing-me-to-divide-my-covid-withdrawal-over-3-years/01/2621528#M172761

Level 2

Mar 26, 2022 1:46:00 PM

I wasn't sure if this should've been an entirely different post... tried to delete... but couldn't.

Thanks...

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Since the 8915-F Form is now available, I'm trying to figure out what information to fill in about the 1099-R since I only received one in 2020.