JohnB5677
Expert Alumni

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.

  1. Select Wages and Income 
  2. Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) = Edit/Add
  3. Continue through Form 1099-R entry if applicable and select I took out this money due to a qualified disaster
  4. 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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