Wife and I did take a qualified distribution from our 401K in 2020 had cut hours but accounted for it (the tax) when we did. owed state not fed. is 8915F needed?

[minihub67]

So basically we handled the taxes last year on the distributions.. should be no tax and trying to file for this year but being held up by 8915F issue

[MinhT1]

If you received a qualified distribution from your 401(k) plan in 2020, then form 8915-F is needed even if you did not spread the taxation over 3 years.

Please read this IRS document paragrah Who Must File

[fanfare]

@MinhT1  Expert.

completely wrong and a misreading of the IRS statement.

@minihub67 

If  you did not take the 3.0 division election for a COVID-19 related distribution you are done and you don't need that form.

BUT

TurboTax is stymying you anyway.

This is probably because they don't support that form yet but the software sees Form 8915-E on your imported tax return.

[fanfare]

@minihub67 

Do you want to start over without importing ??

I don't think TurboTax online will even let you do that.