DianeW777
Expert Alumni

Retirement tax questions

It is being prepared for release and it should be today. Continue to check your return. 

Form 8915-E: Qualified 2020 Disaster Retirement Plan Distributions and Repayments, which is used for COVID-related early distributions, will be ready for e-file. It was recently moved out of the draft form by the IRS.

Steps to review in your tax return for this entry:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R
  3. Click on “Jump to 1099-R” you should see the “Your 1099-R Entries” screen and will click "edit"
  4. Continue until "Tell us if any of these uncommon situations apply" screen
  5. Select "I took out this money because of a qualified disaster (includes COVID-19)"
  6. Answer the any question.
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