CatinaT1
Employee Tax Expert

Retirement tax questions

You are correct that you will report this on Form 8915-E, for retirement plan distributions under the CARES act .  The IRS has not yet finalized Form 8915-E, 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.

 

You can watch this link for the form availability.  Currently, the form is not listed here since there is no estimated date.  Once there is, you will find the form listed with the date available.  

 

IRS forms availability table for TurboTax individual (personal) tax products

 

 

Please sign-up here and we will email you once the form is live.

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