shk_shk08
Returning Member

Retirement tax questions

There is no COVID related option to check when we go over employer related distribution and Turbotax keep saying you have to pay extra 10% penalty. How do I get 8915-E form and attach with 1099 R.

My spouse took early distribution on 401 K and withheld federal tax (10%) before the distributions came to us. I do not know why Turbotax has noCOVID related option for employer distribution but for employee related distribution it was there.

Please help.