topic I took a coronavirus withdrawal and am spreading it over 3 years. Will I get a new 1099-R from Principal or do i use the same one as last year? in Retirement tax questions

I took a coronavirus withdrawal and am spreading it over 3 years. Will I get a new 1099-R from Principal or do i use the same one as last year?

shawnadietz — Mon, 09 Mar 2026 06:09:01 GMT

Re: I took a coronavirus withdrawal and am spreading it over 3 years. Will I get a new 1099-R from Principal or do i use the same one as last year?

rjs — Mon, 14 Feb 2022 20:48:42 GMT

You will not get another 1099-R, and you do not enter the same 1099-R again. The form for entering the distribution is not available in TurboTax yet. It is currently expected to be available March 31. It will be Form 8915-F.

When the form is available you will enter the income in the retirement section. If you did not receive any 1099-R for 2021 you will say that you did not receive a 1099-R. Then it will ask about a 2020 withdrawal that you chose to spread over three years.

Re: I took a coronavirus withdrawal and am spreading it over 3 years. Will I get a new 1099-R fro...

MaryK4 — Mon, 14 Feb 2022 20:52:42 GMT

No, you will not receive a 2021 1099-R for the coronavirus distribution. The information you need is on IRS Form 8915-E that you filed last year. If you used TurboTax, the information will be included if you use the same account.

Re: I took a coronavirus withdrawal and am spreading it over 3 years. Will I get a new 1099-R from Principal or do i use the same one as last year?

shawnadietz — Mon, 14 Feb 2022 21:26:51 GMT

thank you. This is the information I need to know!