Certain Forms are not yet available for e-filing due to delays from the IRS.
While you are pending the release of Form 8915-F you can review your tax return to make sure there are no other filing errors so that once the IRS releases the Form you will be ready to efile.
The following steps should be used to enter your COVID-qualifying distribution -
- Click on Federal
- Click on Wages & Income
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), or Pension Plan Withdrawals (1099-R), click on the Start or Revisit button
- On the screen Did you get a 1099-R in 2021? Click on NO, if you did not receive a 2021 Form 1099-R in 2022
Review the link below for other helpful information:
Form 8915-F on TurboTax
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