Retirement tax questions
Yes -- We are looking at an expected release date of February 25 for Form 8915-E. Currently, if you are filing a return with the following forms you must paper file your return.
- 8915-E (Qualified 2020 Disaster Retirement Plan Distributions and Repayments)
- 7202 (Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals)
The IRS will be allowing filers with the 8915-E and 7202 forms to have the ability to e-file their return. Our engineers are working hard on updating the program to accommodate the changes. Until the program is updated for each form, customers will need to paper file their return (see links below). If they want to e-file, they will need to wait until the program has been updated.
The following dates are when we expect to have e-filing available for each form (Note: these are approximate dates):
- Form 8915-E on 2/25
- Form 7202 on 3/11
If you would like to receive an email when the 8915-E is available, please sign up by going to this TurboTax Help article: Why am I getting a 10% penalty on my 1099-R when I withdrew fund during Covid? (Form 8915-E) [See screenshot below.]
Helpful links:
- How do I print and mail my return in TurboTax Online?
- How do I print my return in the mobile app?
- How do I print and mail a return in the TurboTax for Windows CD/Download software?
