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Retirement tax questions
Are you using desktop software? If so, make sure TurboTax is updated. Form 8915-E is updated in TurboTax and has been e-filed by many users as of today. Do you have any other forms in your return that have not been finalized yet? Did you have any disaster losses reported - that form is not updated yet; I believe it is scheduled for tomorrow.
One other thing for the 8915-E. Go back through the 1099-R entries and review (EDIT) them to make sure that everything needed for filing form 8915-E has been captured. You may need to delete the 1099-R and re-enter it if it continues giving you an error. @mrflorance
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March 3, 2021
5:00 PM