- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
My version is up-to-date. Yes Turbo Tax knows that the form is there, but the issue is that the form is not working correctly for e-filing. The software does give an option to identify the withdrawal as Coronavirus Disaster related. As a result, the software is incorrectly calculating a 10% penalty on the withdrawal.
I do not manually complete forms, but out of curiosity, I followed the instructions you provided in case it might allow me to get around the issue. When I opened form 8915E-T, the form says to check the box for Coronavirus Disaster related withdrawals, however the box grays out and will not allow me to mark it.
March 1, 2021
11:17 AM