KathrynG3
Expert Alumni

Retirement tax questions

Form 8915-E will be ready very soon using TurboTax. It is useful to stay with the same software year over year. TurboTax will carry your AGI from the prior year to the current year, for example, and you are familiar with how the program works.

 

You can count on TurboTax to follow the IRS guidelines for all forms. 

 

Form 8915-E was only recently approved for electronically filed returns. Our engineers are working hard on updating the program to accommodate the changes and are expected to have the update ready by February 25, 2021, as of this writing.

 

For more information, see; What is Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments?

 

Until the program is updated, if you wish to proceed, you would have to paper file. The IRS takes at least 6-8 weeks to process a paper filed return and 2-3 weeks to process an electronically filed return.

 

To paper file your return, see these links: