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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.
ā€ˇFebruary 23, 2021
2:49 PM