SamS1
Expert Alumni

Get your taxes done using TurboTax

@sunshine73020 I just went through the app and the form is there.  Go in and edit the 1099R then after the entry screens, make sure and make the check the 1st box on the "Do any of these situations apply to you" screen indicating you received a Covid distribution.  That should open up the other screens for the 8915-E.  The 8915-E will be used for penalty relief from early retirement plan distributions and include the option to spread the distribution income over 3 years.  This may be a good option if the distribution is pushing you into a higher marginal tax bracket.  You may end up paying less tax if you spread the distribution over the 3 years.