JamesG1
Expert Alumni

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.

 

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