DanaB27
Expert Alumni

Retirement tax questions

Yes, once Form 8915-E is ready you will just log in and follow these steps to finish your return:

 

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R” you should see the “Your 1099-R Entries” screen and will click "edit"
  4. Continue until "Tell us if any of these uncommon situations apply" screen
  5. Select "I took out this money because of a qualified disaster (includes COVID-19)"
  6. Answer the any question.

@charlesN001

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