LinaJ2020
Expert Alumni

Retirement tax questions

That is correct. You cannot e-file your tax return.  

 

As of today, the IRS has not yet finalized the series of Form 8915 for retirement plan distributions under the CARES act, these forms cannot be incorporated in the TurboTax program. At this point, the IRS has not corresponded with us when the forms will be finalized and available.  We estimate it will be sometime in February 2021 before the forms are ready to use. 

 

As IRS will not start to process any returns until February 12, 2021, you can choose to file without these forms and come back to amend later.  Beginning with the 2019 tax year, you can e-file amended tax returns. If you used TurboTax to prepare Form 1040-X, follow the software's instructions to e-file the amendment.

 

To see how to amend your taxes, click here: 

 

Steps to amend in TurboTax

 

How to file amendment

 

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