DavidD66
Expert Alumni

Retirement tax questions

If your retirement plan distribution was COVID related, you will not be assessed the 10% penalty.  You will make that election on Form 8915-E, when it is ready.  It is still in "Draft" mode at the IRS.  Soon after the IRS releases the Form, TurboTax will incorporate it into our software.  Until then, we will just have to wait on the IRS.

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