Get your taxes done using TurboTax

Form 8915-E is available in both the CD/Download and online versions of TurboTax.  If you are using the online version or after you have updated the CD/Download version be sure to go back through the 1099-R section in the federal return.

First enter (or import) the 1099-R from your Roth IRA provider.

In the screens following the 1099-R entry screen:

• You will see a series of questions to see if you are exempt from the additional taxes on early withdrawals [Screenshot #1, below]; and 
• You will  be asked if you want to pay all the tax this year of just 1/3, with the rest reported over the next two years. [Screenshot #2]  Check the box if want to pay tax on the entire retirement distribution in 2020.  Leave it blank if you want to spread the payment over 3 years.

Screenshot #1

Screenshot #2