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New Member
posted Feb 25, 2021 9:25:00 AM

When will there be update for Schedule S: pension amount? it states still working on updates related to retirement distributions for covid. unable to e-file

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7 Replies
Expert Alumni
Feb 27, 2021 9:03:13 AM

The updates related to the retirement distributions for Covid were released February 26, 2021. 

 

Form 8915-E that is needed for the federal return was released February 26, 2021. Please refresh the program and try again now to update the status. If your return is otherwise complete, then you should be good to go with this update.

 

To be sure the program is updating, try closing the program and the browser completely. Re-open using an incognito Chrome browser to make sure the program is fully updating.

 

For more information, see: What is Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments?

 

@dangerwillrob11

 

Level 2
Feb 27, 2021 10:06:22 AM

I am having the same issue.  I completed my all my taxes but when trying to complete my NYS return its telling me to Fix Return and bringing me back to page to Check This Entry for my Pensions/Annuities/IRAs Worksheet. I have attached my 1099-R for my federal and everything was good. I have exited out of the Turbo tax program and logged back in and still getting same Check this Entry and will not allow me to E-File.

Level 2
Mar 1, 2021 12:17:43 PM
New Member
Mar 1, 2021 9:15:59 PM

I’m having the same issue. It is March 2 and I just started my taxes today. It has nothing to do with refreshing the page. It tells me to “check this entry” and then states We’re still working on updates related to retirement...

Level 2
Mar 8, 2021 8:16:43 AM

Still unable to file NYS. Still waiting for a software update.

New Member
Mar 10, 2021 5:22:53 PM

I'm having the same issue with state filing. What's incredibly frustrating is that I've already paid and I'm just a few clicks away from signing and filing. But when it reviews state, I hit the same snag. I really don't want to mail in my returns. If @Turbotax cannot update in the next week or at least give us an update as to when this will be fixed, I want a refund and will use something else to file my taxes going forward.

Expert Alumni
Mar 10, 2021 5:47:53 PM

@Jollygreen0401 States are in the process of updating their tax regulations regarding conformity/non-conformity to the Federal CARES Act on Retirement Distributions.

 

As soon as new State Forms are approved, TurboTax will incorporate them as quickly as possible into the program.

 

Click this link for more info on Filing Federal and State Returns Separately if you want to file your Federal return now.

 

This link has info on State Forms Availability that is updated regularly.

 

Click this link for instructions on How to Contact your State Dept of Revenue where you may be able to get more info.