Retirement tax questions

You will report this on a Form 8915-E.  On February 11th, the IRS finalized the Form 8915-E for retirement plan distributions under the CARES act.  It will take some time for TurboTax to program, test, and get approval from the IRS for eFiling this form.  Until then, the form is only available for print on the IRS website.

 

 You can watch this link for the form availability.  Currently, the form is not listed here but should be added soon.  IRS forms availability table for TurboTax individual (personal) tax products

 

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

 

In the mean time, you can make sure you are eligible for the provision here - Coronavirus Relief