Retirement tax questions


@ejstamps wrote:

Any update on when this update will be pushed to your tax program?  it is now April 11th and it looks like the IRS has finalized the form.

 

Thanks


The Form 8915-E was made available across all TurboTax programs, online and desktop, on 02/25/2021.

If you are using the TurboTax desktop program you need to update your software.

For a Windows based PC click on Online and Check for Updates.

The current version is 020.000.1694.  Click on Help>About TurboTax>Version

 

Delete the Form 1099-R that you entered.  Enter the Form 1099-R manually.  After entry of the form you will be asked a series of questions concerning the distribution.  Select this distribution was due to Covid-19