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Can't seem to get access to 8915E (401k 10% early withdrawal penalty forgiveness)
Hi,
I'm using Self-employed version to file taxes electronically. I qualify for 10% early 401k withdrawal penalty forgiveness, but can't seem to find the 8915-E form in online version.
After uploading 1099-R, it takes additional 10% penalty on top of taxes.
Any help will be greatly appreciated.
Thank you.
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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. The form will be available on TurboTax for efile approximately February 24th.
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
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Retirement tax questions
Form 8915-E is not included in 2021 Turbo Tax. It has been replaced by form 8915-F.
@dkochert3Form
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Retirement tax questions
Why won't 8915F appear then when I get to that section. Has it been released by turbo yet, looks like IRS has it done
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Retirement tax questions
@dkochert3 wrote:
Why won't 8915F appear then when I get to that section. Has it been released by turbo yet, looks like IRS has it done
Form 8915-F, Qualified Disaster Retirement Plan Distributions and Retirements is scheduled to be available in TurboTax on 03/24/2022
Go to this TurboTax website for IRS forms availability - https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotax_fed_online_individual.html