Retirement tax questions

The TurboTax software will include all the IRS procedures for reporting a CARES act withdrawal and the Form 8915-E once the IRS has approved instructions and the 2020 forms.

The TurboTax desktop CD/Download editions, to include Premier, have all the same forms, schedules and worksheets.  Help and guidance is more extensive in the higher priced editions such as Premier.

 

The TurboTax online editions have not yet been made available for tax year 2020 so it is not yet known which editions will support a CARES withdrawal and the Form 8915-E, although it is assumed that the online Premier edition will support both.