SamS1
Expert Alumni

Retirement tax questions

I would recommend deleting the 1099Rs, changing the birthdate, then re-entering them.  This might work versus changing your birthday and then trying to make the previously entered 1099Rs work.

 

Form 8915-E is schedule to released b live in TurboTax  on 2/24.  This will help with the Cares Act relief for early retirement plan distributions.