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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"
ā€ˇFebruary 28, 2021
3:18 PM