SamS1
Expert Alumni

Retirement tax questions

Once the form 8915-E is ready, you will indicate you had a Cares Act withdrawal in the Uncommon Situations screen directly after you enter your 1099R distribution information.  The Pandemic is being treated as a natural disaster, similar to Hurricane or Tornado relief in the past.  The other forms in the 8915 series are scheduled to be available 2/18.  I would check back around that time.

 

Here is link to the Forms Availability list for TurboTax.