SamS1
Expert Alumni

Retirement tax questions

This error message is related to the form 8915-E that is schedule to roll out 2/25.  The 8915-E will be used for penalty relief from early retirement plan distributions and include the option to spread the distribution income over 3 years.  This may be a good option if the distribution is pushing you into a higher marginal tax bracket.  You may end up paying less tax if you spread the distribution over the 3 years.  I work in the home and business desktop version of TurboTax and I can input the 1099R.  It might be related to the product type you are using and the availability of the 8915-E in that product type.