topic IRA distributions from prior year in Retirement tax questions

IRA distributions from prior year

jmcleese-gmail-c — Mon, 09 Mar 2026 05:00:37 GMT

Only counted 1/3 as income how do I enter that

Re: IRA distributions from prior year

jmcleese-gmail-c — Fri, 25 Feb 2022 02:33:18 GMT

Last years 1040 has section 5a $30,000 and 5b $10,000. Just trying to enter that in this.

Re: IRA distributions from prior year

ThomasM125 — Fri, 25 Feb 2022 03:55:08 GMT

Your pension income would be reported on a form 1099-R. If you had $30,000 on box 5(a) on your form 1040, that would normally mean that you had $30,000 in box 1 of the form 1099-R. The $10,000 in line 5(b) would represent your taxable amount of the distribution as reported in box 2(a) on your form 1099-R.

Re: IRA distributions from prior year

VolvoGirl — Fri, 25 Feb 2022 03:57:17 GMT

You spread your distribution over 3 years.

The ability to enter the payment has not yet been implemented in TurboTax. It's form 8915-F scheduled for 3/31/22. Once those forms are implemented you will visit the "Retirement" topic in the "Wages and Income" tab. If you have Forms 1099-R for TY2021 distributions, you can enter them as usual.

If not, you just select "NO" when asked if you received a 1099-R.

At either point, you will then be asked about prior year "Disaster Distributions." Follow the prompts from there to enter the second installment of your distribution.