401K Cares Act Withdraw In Prior Year

Anonymous · ‎February 16, 2022

Any idea when you will have the forms and rules loaded in for those of us that took a withdrawal in 2020 and spread the tax payment over three years? Every time I go to that section and select that I took a withdraw between 2017 and 2020 I get a message that the rules weren't given to TT in time for the last update and to check back. This has been the message for six weeks now. When will it be ready?

AmyC · ‎February 16, 2022

Yes, the Form 8915-F has an expected release date of 3/31. Please sign-up here and we will email you once the form is live.

It may take longer for one form or another to show up in TurboTax for multiple reasons. Our goal is to provide you with the most accurate information possible. As part of this process, we communicate often with the taxing agencies.

About Form 8915, Qualified Disaster Retirement Plan Distributions and Repayments

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