topic Re: 1099-R in Retirement tax questions

1099-R

CardonaE — Mon, 09 Mar 2026 08:13:09 GMT

I withdrew from my 401K in 2020 and I input my 1099-R in my 2020 taxes and I chose to have the taxes split over 3 years. Now, Turbo tax is prompting me to put in a 1099-R for 2021. Do I enter the same 1099-R from 2020 again? I just want to pay the 1/3 that I have due in 2021 and I don't want it to be reported as if I took a second distribution.

Re: 1099-R

DoninGA — Sat, 12 Mar 2022 22:28:38 GMT

No, you do Not enter the 2020 Form 1099-R on the 2021 tax return.

The Form 8915-F for reporting 1/3 of the distribution from 2020 is not yet available.

Form 8915-F, Qualified Disaster Retirement Plan Distributions and Retirements is schedules to be available in TurboTax on 03/24/2022

Re: 1099-R

CardonaE — Sat, 12 Mar 2022 22:31:00 GMT

Thanks so much for your quick response and help! I'll wait until 3/24 to complete my taxes.