Form 8915-E

[Curtid33]

Still stuck in the loop unfortunately

[LinaJ2020]

The 8915-E Form is projected to be e-fileable starting 02/26/2021.  Please click on the following link and sign up for an email notification when the form is finalized.

Form 8915-E

If you are under age 59 1/2, the distribution from the retirement plans and IRAs is considered as an early withdrawal.  Generally, you will pay both regular tax plus an additional 10% penalty of your entire distribution unless you met certain criteria.  Due to the CARES Act, if your retirement distribution is related the Covid-19, you will not be liable for this additional penalty.  You will still pay the normal taxes like your wages and income.  For more information from the IRS, click here: Covid Relief.  If your distribution is not related to the Covid, you will need to pay the penalty

[Foxracing2]

I’m also having the same problem. I keep getting the continuous loop and won’t let me e-file for NY no matter what I do.

[Curtid33]

To be clear, this is what it looks like. I hit continue, it brings me to Smart Review where it brings me here again. There is nothing to fill out or input. 

NYS Error Screenshot

[huamapu]

I keep getting this same error.  It tells me I need to enter a number greater than 0 from 1099-R line 9a.  I don't have anything in that box

[macuser_22]

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@huamapu wrote:

I keep getting this same error.  It tells me I need to enter a number greater than 0 from 1099-R line 9a.  I don't have anything in that box

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Zero is not allowed. The box must be blank.

(Box 9a is only used if the box 1 amount was split between 2 or more payees and tells you what your share is. A "0" (zero) would indicate that the 1099-R is reporting your share of nothing, which would be nonsense.)

Some payers insist on putting zero in the box to indicate that it is not used, when they should leave it blank according to the 1099-R form rules. TurboTax follows the rules and complains if it is zero.Zero is not allowed. The box must be blank.

(

[lgarcia1023]

hi.  im from NY. and i keep getting this error screen, after entering the covid 401k distribution. when im ready to e-file.

[ajd878787]

Same here. Michigan and Hawaï folks having same issue. 

No solution from TT yet, totally MIA. 

[ajd878787]

@Curtid33  did you manage to fix the issue and submit both federal and state ? same issue for me 

[Curtid33]

Nope, I can only submit federal for now. Hoping I get an update on Monday.

[huamapu]

@macuser_22 thanks for info I changed it and left it blank then it worked.  Thanks!

[huamapu]

I am getting the following message.  How long do I have to wait?

"Retirement exclusion worksheet.  Line 6:  Total Exclusion. We're still working on updates relating to retirement distributions that qualify for disaster or covid relief.  You can keep working on your return and we'll remove this message when it's ready."

[ajd878787]

Welcome to the club. We’ve been waiting days. Definitely a New York Michigan and Hawaï issue thus far. 

[MDrefund]

I'm in MD and I get the COVID questions for my 401k withdrawal but not for my Roth withdrawal.

[huamapu]

I received distribution from deferred compensation in Hawaii due to COVID.  I elected to pay tax on it for 3 years with the federal.  However, the State of Hawaii did not adopt the federal provisions for COVID related distributions.  So when I'm doing my taxes, it asks "Enter the nontaxable portion of the pension distribution you received".  What does this mean?  Does Hawaii tax deferred comp?  On 1099-R, it shows an amount on line 16, state distribution, but nothing in state tax withheld. Do I need to enter ENTIRE amount from line 16, 1099-R as nontaxable? If anyone can assist me, I'd really appreciate it.  Thank you!