RayW7
Expert Alumni

Retirement tax questions

If this is related to your federal filing the form 8915-E has been updated and ready to file.  

 

 Form 8915-E is used by taxpayers who were adversely affected by the coronavirus in 2020 and who received a retirement plan distribution that qualifies for favorable tax treatment.

 

If you are using the desktop version do a update to make sure all TurboTax forms are current.  

 

Then, revisit your Pens/IRA in TurboTax and make sure all questions are answered.  Then the federal should be good to go.

 

-for more information on form availability follow this link-

When will my forms be ready?