DaveF1006
Expert Alumni

Get your taxes done using TurboTax

If you are using Turbo Tax Deluxe software, this feature is not available yet because the form 8915-E that allocates the distribution is not available yet. The projected date when this is available in 02/26.  Once available, your software will update automatically and you should be able to claim the 401k tax deferral feature.

 

Please sign-up here and we will email you once the form is live. Once it is live then, you will edit your 1099R and scroll through the screens until you see a screen that says Tell us if any of these uncommon situations apply. Here you will select the first choice I took out this money because of a qualified disaster (includes COVID-19). 

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