- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
UPDATE 2/13/2021
The form has been finalized and available for download!
https://www.irs.gov/pub/irs-pdf/f8915e.pdf
It is not available for e-filing yet! So here are your following options
a) Wait until TurboTax makes it available online
b) File your taxes with TurboTax, agree to be penalized 10percent for early withdrawal of your 401k and ALSO fill and mail this 2020 FORM 8915-E and "HOPE" IRS gets them in order before they penalize you.
*My Favorite*
c) DO EVERYTHING BY HAND and avoid E-filing. You can attach this form with your taxes and avoid the 10 percent early withdrawal penalty. The form also grants you the ability to spread out your taxable withdrawal (up to $100k) by 3 years. Then you mail everything to the IRS. Stay away from HR block too or any other company that uses e-filing. Better to use an old school tax preparer that fills everything out by hand or pdfs.