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Hi Kat,
Thank you for this latest update, and I hope it proves to be accurate. After my online call with a live tax expert today, I was advised that the programming of the "final/workable" Form 8915E is ongoing, and the 2/25 date was an estimate. She also advised me that she would check back with me on Monday, 3/1/2021. She also confirmed that she was obtaining the same results on her desk top version as my online problem - i.e., the prorated taxable income over a 3 year period for any COVID related distribution was not being reflected correctly on the Form 8606, Line 15b. I plan to check back in over the next few days to learn of any progress that might have been made to resolve the issue.
‎February 25, 2021
3:24 PM