cvdandrea
New Member

Retirement tax questions

Thank you for the response- probably works for you on the desktop version but I am using Turbotax Self-Employed Online, so the menus and navigation don't match with my screen.

I may have succeeded but only by changing the Distribution code to T.  (that may cause me problems later because now the Distribution Code doesn't match the 1099-R on file) The way this Online version works, it is hard to tell if form 8915-E is generated or not.

When it asks "has any of this distribution been repaid"? do they mean within the calendar year 2020 or up to April 15, 2021?