1099 R: Distribution from 401k in 202 (under COVID law)

[DMLKY]

I received a distribution (and 1099R) from my 401k under the COVID law in 2020.  The law allows me to spread out the distribution over 3 years.  I reported 1/3 for the 2020 tax year. I need to report 1/3 for the 2021 tax year.

However, my 401K administrator did not (and is not) providing me with a 1099R for 2021.  I assume I need to enter in the 1/3 distribution on my own with no back up?  Is this correct?  Thank you.

[AmyC]

Yes, the IRS is aware since you filed Form 8915-E last year declaring the one-third. This year, you will file 8915-F to report the amount for this year. It currently has an expected release date of 3/31. 

It may take longer for one form or another to show up in TurboTax for multiple reasons. Our goal is to provide you with the most accurate information possible. As part of this process, we communicate often with the taxing agencies.

• IRS forms availability table for TurboTax individual (personal) tax products
• State forms availability table for TurboTax individual (personal) tax products

[DMLKY]

Thank you.   Much appreciated.

D