Irene2805
Expert Alumni

Get your taxes done using TurboTax

Check the boxes that appear on your 1099-R.  They have no effect on the COVID or disaster distributions.

 

TurboTax Online has been updated to include Form 8915-E. If you are using TurboTax CD/Download, the update should be available later today (2/25/2021).  

 

Go back to your 1099-R entry.  After the 1099-R entry screen, you should seen screens pertaining to a COVID-19 or a Qualified Disaster Distribution.  Enter the requested information to see if you're exempt from additional taxes on the distribution.  

 

 

 

In TurboTax CD/Download you will be prompted to download any updates available when you open the program.  You can also update the program while you have it open by following these steps:

  1. Click on the Online link in the black bar at the top of the page.
  2. Click on Check for Updates.
  3. TurboTax will download and install any updates available.  If there aren't any updates, you will receive the message "Your software is up to date."

 

@Sunalmighty