https://ttlc.intuit.com/community/retirement/discussion/1099-r-in-2021/01/2613188#M193417 <P>Hello,</P><P>&nbsp;</P><P>Turbo Tax is asking whether I received a 1099-R in 2021. I received two 2020 1099-R forms, but I received them during 2021. Should I answer this question with "Yes" or "No"? I am assuming Turbo Tax is actually referring to 1099-R forms received in 2022 for tax year 2021?</P> Mon, 09 Mar 2026 07:14:54 GMT elatkr36 2026-03-09T07:14:54Z https://ttlc.intuit.com/community/retirement/discussion/1099-r-in-2021/01/2613188#M193417 <P>Hello,</P><P>&nbsp;</P><P>Turbo Tax is asking whether I received a 1099-R in 2021. I received two 2020 1099-R forms, but I received them during 2021. Should I answer this question with "Yes" or "No"? I am assuming Turbo Tax is actually referring to 1099-R forms received in 2022 for tax year 2021?</P> Mon, 09 Mar 2026 07:14:54 GMT https://ttlc.intuit.com/community/retirement/discussion/1099-r-in-2021/01/2613188#M193417 elatkr36 2026-03-09T07:14:54Z https://ttlc.intuit.com/community/retirement/discussion/re-1099-r-in-2021/01/2613226#M193418 <P>You should answer <STRONG>NO</STRONG>; you are correct. &nbsp; TurboTax is asking for 2021 tax forms, the ones you would have received early this year (2022). &nbsp; &nbsp;The 2 forms you have go on last year's return, the 2020 tax return you filed in 2021. &nbsp; &nbsp;</P> <P>&nbsp;</P> <P>Did you already report both of those 1099-Rs, or do you need to amend your 2020 tax return to add them? &nbsp; If you do, here is <A href="https://ttlc.intuit.com/community/amending/help/how-do-i-amend-my-return/00/27439" target="_blank">the link you need</A>. &nbsp; If you already accounted for them on last year's return, you don't need to amend and they do not go on this year's tax return. <span class="lia-unicode-emoji" title=":winking_face:">😉</span>&nbsp;</P> Thu, 24 Mar 2022 01:56:14 GMT https://ttlc.intuit.com/community/retirement/discussion/re-1099-r-in-2021/01/2613226#M193418 DawnC 2022-03-24T01:56:14Z