topic Re: When will Form 8 915E be available? in Get your taxes done using TurboTax

When will Form 8 915E be available?

joshgoldstein201 — Tue, 23 Feb 2021 23:01:31 GMT

Re: When will Form 8 915E be available?

DoninGA — Tue, 23 Feb 2021 23:02:15 GMT

Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments is scheduled to be available on 02/25/2021

Re: When will Form 8 915E be available?

joshgoldstein201 — Fri, 26 Feb 2021 11:05:09 GMT

Hi Don....Thanks for the quick reply. I was able to e-file the Federal return. But I can't e-file the NY state return due to the 401k Covid distribution issue. Turbotax said I would need to mail the return at the post office. Does this make sense? Thanks

Re: When will Form 8 915E be available?

TerukoL — Mon, 01 Mar 2021 00:40:15 GMT

TurboTax has worked hard with the IRS to be able to e-file form 8915-E. Since this will require programming adjustments for both the IRS and TurboTax, it will be a few weeks before these changes are made. If you wish to file this form, you have the following options:

Mail in your return now and not wait until the form is available to e-file.
E-file your return without the form, and then file an amended return with the form attached to it (amended returns now also can be e-filed for greater convenience).
Wait until the form is available in TurboTax and e-file your entire return at once.

Feel free to reach out if you have any questions on how to do this.