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

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

mikedue54 — Mon, 09 Mar 2026 08:47:13 GMT

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

HelenC12 — Tue, 08 Mar 2022 17:53:29 GMT

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

mikedue54 — Tue, 08 Mar 2022 18:45:38 GMT

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

KristinaK — Tue, 08 Mar 2022 22:14:40 GMT

@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