SamS1
Expert Alumni

Retirement tax questions

It should be ready now.  Make sure your TurboTax Desktop is updated.  You also may need to delete the 1099R and re-enter.  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.