Retirement tax questions
@chuckmc wrote:
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.
So after entering the Form 1099-R and answering questions concerning the withdrawal you do not see this screen-
