I inputted my 1099-R info while filing my taxes & marked I took the $ out due to losing a job due to Covid. I do not see the form 8915E, do you automatically file this?

ness4242 — Fri, 12 Mar 2021 22:21:20 GMT

Re: I inputted my 1099-R info while filing my taxes & marked I took the $ out due to losing a job...

AmyC — Wed, 17 Mar 2021 21:33:00 GMT

No. You need to verify that 1/3 of your distribution is included in your income and the form 8915-E should be a part of your return. See How do I preview my TurboTax Online return before filing?

If you see a form 5329, then the 8915-E is not picking up. You may need to update your program.

Go back through the program, edit the 1099-R, and mark that you were affected by COVID.
You may need to return to the Form 5329 and delete it. See How to Delete

In addition, you have those 3 years to repay the money. So you may be able to repay some of it in the next 2 years and not have to pay the full tax on your distribution.

State 8915-E Impact

topic I inputted my 1099-R info while filing my taxes & marked I took the $ out due to losing a job due to Covid. I do not see the form 8915E, do you automatically file this? in Get your taxes done using TurboTax

I inputted my 1099-R info while filing my taxes & marked I took the $ out due to losing a job due to Covid. I do not see the form 8915E, do you automatically file this?

Re: I inputted my 1099-R info while filing my taxes & marked I took the $ out due to losing a job...