Since Form 8915-E was added a few days ago, the issue should be resolved. Since it is not in your case, then the program is not fully updating. Here are some ways to force the update and move forward:
- Close out of your program and close out of the browser using TurboTax Online.
- Check for updates in TurboTax CD/Download from the menu line--depending on the level of your program, this will be under Help or Online.
- Use Chrome when the browser is re-opened.
- Try using an incognito browser if you are already using Chrome
- Clear cache & cookies (Ctrl + Shift + Del); In Chrome, use the Basic tab for at least 7 days
- Delete Form 1099-R following these steps:
- From the left menu, select Tax Tools.
- Select Tools.
- Scroll to Delete a Form.
- Scroll to Form 1099-R and select Delete and Delete Selected Form and Continue.
- Refresh your browser window.
- Return to the program and search for 1099-R. Select the Jump to link in the search results.
- Verify that the questions were answered after entering Form 1099-R:
- Where is your distribution from?
- Pension/IRA distributions received before retirement age / None of the above
- Do any of these situations apply to you?
- I took out this money because of a qualified disaster (includes COVID-19)
- Continue through the rest of the questions before returning to your state return and go through any questions.
- If there are still issues, delete the state and re-add it.
For more information, see: What is Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments?
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