DawnC
Expert Alumni

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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