RayW7
Expert Alumni

Retirement tax questions

If the message is referring to the Federal Filling and for form 8915-E this form has been updated and is available for filing.

 

If you have not updated your TurboTax product do that first to get the most up to date forms.

 

Then go back and revisit your 1099-R entries.  In that interview you will be ask qualifying questions regarding Covid-19 or a Qualified Disaster Distribution.  Follow the prompts and hopefully this will complete your return.

 

-follow this link for more information on the CARES Act-

Managing Your Retirement Account and Taxes ... - TurboTax