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Retirement tax questions
You must have a Covid-19 related distribution. You will report this on a Form 8915-E. The IRS has not yet finalized the Form 8915-E for retirement plan distributions under the CARES act. So this form cannot be included in the TurboTax program. You will not be able to proceed until the form is available.
The IRS has not communicated when the form will be finalized for inclusion on the 2020 federal tax return.
We estimate it will be sometime in February 2021 before the form is available.
Click here to add your email to received notification when this form is live in TurboTax
Additionally, the IRS will not start processing returns until February 12, so waiting for this form is not slowing down the processing of your return.
‎February 4, 2021
4:37 PM