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Retirement tax questions
Form 8915-E was only used for the tax year 2020. It will no longer be used for any other tax year. It will be replaced with the 8915-F which is scheduled to be available near the end of March.
To record one-third of a distribution you were allowed to take without penalty due to COVID, you can use the steps below.
- Select Wages and Income
- Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) = Edit/Add
- Continue through Form 1099-R entry if applicable and select I took out this money due to a qualified disaster
- Continue to enter the requested information
TurboTax will complete and include Form 8915-F with your return if you qualify. Just enter your Form 1099-R and answer a few questions to determine your eligibility.
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March 24, 2022
9:27 AM