DawnC
Expert Alumni

Retirement tax questions

What kind of error are you receiving?   And have you updated your software (if using desktop software; Online updates automatically)?    There are a few forms related to a 1099-R that could be causing the message.   Provide some more details and we can get you a more specific answer!    Forms not yet available in TurboTax and tentative dates of availability:

 

Form 8915-A, B, C, and D, Qualified 2016 - 2019 Disaster Retirement Plan Distributions and Repayments - 03/11/2021

Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments - 02/25/2021

Form 4852, Substitute Form W-2 or 1099R - 2/25/2021       @borisvita

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