SamS1
Expert Alumni

Retirement tax questions

Its not quite ready in TurboTax but will be soon.  Form 8915-E: Qualified 2020 Disaster Retirement Plan Distributions and Repayments, which is used for COVID-related early distributions, will be e-fileable starting 2/25.  The IRS is updating form 5329’s instructions to make it clear that COVID related exceptions cannot use 5329 and should use the new 8915-E.  Click here to add your name in the email list to be notified when ready.