Retirement tax questions


@maxwellodog17 wrote:

I just downloaded all updates manually, and still do not see Form 8915-E in my Income section near my CARES act withdrawal from my 401k. Any idea when this form will be live in Turbotax?

 

 


Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments is available for both the TurboTax online web-based editions and the TurboTax desktop CD/Download editions.

 

If you are using the desktop editions you have to update your software.  Click on Online.  Click on Check for Updates.

 

You need to enter or edit your Form 1099-R and answer the questions concerning a Covid-19 distribution after the 1099-R is entered.