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You are correct. The form 8915-E will deal with the Cares Act retirement distribution exclusions and has not been released by the IRS. We do not anticipate this form being completed and released until mid-February. After you enter your retirement plan distribution in the 1099R screen then continue, you will see a screen for "Uncommon Situations". The first box relates to natural disasters, including Covis-19. Once that box is active, you will be able to enter your 2020 pandemic retirement distribution information.
Here are the rules regarding exclusion for early retirement distributions under the Cares Act:
You would appear to qualify under the 3rd bullet point.
Click here for more information on how the Pandemic has affected your taxes.
Thank you so much for the clarification! I will wait and watch for the form before I file!
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