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Level 1
posted Feb 4, 2021 12:35:21 PM

When does the form 8919E available for withdrawal of funds from 401k without penalty?

0 3 386
3 Replies
Expert Alumni
Feb 4, 2021 1:02:19 PM

DoninGA correctly points out that 8915-E is not available at this time from the IRS availability table. .I incorrectly stated this in the beginning as I misread the table. At this time, there is no IRS release date but Please sign-up here and we will email you once the form is live.

 

[Edited 02-04-2021|01:58 PST]

Level 15
Feb 4, 2021 1:05:16 PM

@DaveF1006 Sorry, the 8915-E is not listed in the IRS forms availability table for TurboTax individual (personal) tax products

Level 1
Feb 4, 2021 1:22:37 PM

@DaveF1006 will the form be available on 2/18?? Also, will they let the clients know when its available or we got to recheck ourselves??