SamS1
Expert Alumni

Retirement tax questions

Its ready.  Form 8915-E: Qualified 2020 Disaster Retirement Plan Distributions and Repayments, which is used for COVID-related early distributions, was efileable starting 2/25.  If you have TurboTax Desktop, make sure you have updated your program.  If you are still having problems, delete the 1099R in forms mode then re-enter.  To update, click on "On Line" in the top menu then "Check for Updates"

 

If you are having problems with TurboTax online, delete the 1099R and re-enter.   After you have logged in and are in your return in TurboTax Online:

  • Go to Search at the top of the screen.
  • Enter Form 1099-R in the search box. 
  • You will see a Jump To function that will take you to the 1099-R input screens. 
  • Delete the 1099R in question by clicking on the trash can next to the form
  • Then add a new 1099R and manually enter your 1099R.

At the financial services screens, click "Change how I enter my form" then "Type it myself"