DawnC
Employee Tax Expert

Retirement tax questions

You won't enter anything directly on Form 8915-E and it won't show up in your forms until you indicate on the 1099-R entry that it was due to covid.  Delete the 1099-R you started entering and re-enter it.   Enter the 1099-R exactly as you see and once you hit Continue, you will be asked if it was a covid related withdrawal.   Once you indicate that it was covid related, TurboTax will remove the 10% penalty and spread the tax over three years.   You will see a screen at the end that asks if you want to pay all of the tax on this year's return.   Don't check that box if you want to spread the distribution over 2020-2022.  After that, you will find the form in your list of tax forms.  @yadira1

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