topic Where does TurboTax capture retirement withdrawals covered under the CARES ACT? I can't find it anywhere? Where is the Fed Form 8915E that covers it? in Retirement tax questions

Where does TurboTax capture retirement withdrawals covered under the CARES ACT? I can't find it anywhere? Where is the Fed Form 8915E that covers it?

nrfletcher — Thu, 31 Dec 2020 16:29:14 GMT

Re: Where does TurboTax capture retirement withdrawals covered under the CARES ACT? I can't find it anywhere? Where is the Fed Form 8915E that covers it?

dmertz — Thu, 31 Dec 2020 19:38:38 GMT

Not yet implemented in 2020 TurboTax. Don't expect it anytime soon since the IRS has not yet released the final version of Form 8915-E.

Re: Where does TurboTax capture retirement withdrawals covered under the CARES ACT? I can't find it anywhere? Where is the Fed Form 8915E that covers it?

cfweidenbach — Sun, 07 Feb 2021 19:00:28 GMT

So how am I supposed to file form 8915E if TurboTax does not have it? Took a distribution and have a 1099-R and flagging as taxable. Do I need to go to an in-person tax service?

Re: Where does TurboTax capture retirement withdrawals covered under the CARES ACT? I can't find it anywhere? Where is the Fed Form 8915E that covers it?

dmertz — Sun, 07 Feb 2021 19:09:47 GMT

Nobody has the form because the IRS has not yet released it.

Re: Where does TurboTax capture retirement withdrawals covered under the CARES ACT? I can't find it anywhere? Where is the Fed Form 8915E that covers it?

cfweidenbach — Sun, 07 Feb 2021 19:28:40 GMT

Thanks for replying and not critical yet but will be as filing date nears. Puts me in an unfavorable tax position until resolved.