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March 17, 2022
Question

Deferred Compensation Withdrawal

  • March 17, 2022
  • 1 reply
  • 0 views

I took my Deferred Compensation out last year and opted to pay it back in three years. I don't have a 1099-R this year. Turbo is asking for the information on it. Is there a way to get the info from last year, since turbo did my taxes and input it in this years tax return?

    1 reply

    DoninGA
    Employee
    March 17, 2022

    You will report the 2nd year of the distribution from the 2020 tax return on IRS Form 8915-F.  This form is not yet available in TurboTax.

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

    Go to this TurboTax website for IRS forms availability - https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotax_fed_online_individual.html