SamS1
Expert Alumni

Retirement tax questions

This is ready.  Try deleting the 1099R then re-entering or downloading the 1099R again.  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.