- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
In TurboTax Online, enter the pension distribution / 1099-R at Federal / Wages & Income / IRA 401K Pension Plan Withdrawals (1099-R) as you ordinarily would.
At the screen Tell us if any of these uncommon situations apply, click I took out this money because of a qualified disaster (includes COVID-19).
However, IRS Form 8915-E Qualified 2020 Disaster Retirement Plan Distribution and Repayments is not fully functional.
Today, a tax return with IRS Form 8915-E can only be paper-filed. Eventually, tax returns with IRS Form 8915-E will be able to be e-filed but that option is not available today. Forms availability says the form may be available February 25.
Forms availability is here.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 22, 2021
11:04 AM