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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.
‎February 11, 2021
1:42 PM