topic Re: Form 8915-E in Retirement tax questions

Form 8915-E

JBrucato — Mon, 17 May 2021 14:38:57 GMT

I properly input a 1099-R early 401k distribution that qualifies for the 3 year deferral. When the question was posed to me if I wanted to spread it over 3 years I originally answered "no" to see the impact to the liability. Now I want to change this to "yes" but I cannot seem to get back to the question if I want to defer over 3 years. I tried removing and re-entering the 1099-R but it only gives me the first set of Q&A ignoring that last question related to the election for deferral. Anyone know how to get back to this question to change the answer?

Re: Form 8915-E

macuser_22 — Mon, 17 May 2021 14:45:11 GMT

Delete the 1099-R and also delete the 8915-E form then reenter the 1099-R.

https://ttlc.intuit.com/community/accessing/help/how-do-i-view-and-delete-forms-in-turbotax-online/01/25593?search-action-id=164236352328&search-result-uid=25593

Re: Form 8915-E

macuser_22 — Mon, 17 May 2021 14:50:40 GMT

And if you are using the desktop version, switch to the forms mode and select the 8915E form and at the bottom of part I you will find line A and the 3 year check box - uncheck the box.

Re: Form 8915-E

JBrucato — Mon, 17 May 2021 15:31:39 GMT

thank you!! I hadn't deleted the 8915-E form only the 1099-R and this worked perfectly