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Level 2
posted Mar 20, 2021 11:45:42 PM

Having problems finding the 8915-E form

Hello, so I took the full 100k from my 401K using the CRD act.  I'm filling out my taxes online and I got to the part where I'm reporting this information.  I answered all the questions and confirmed I qualified.  I got to the part where it says do u want to spread the payment within 3 years or pay it all now.  The only thing on that page was a check box saying if u want to pay it all now.  But I didn't so I left that box blank.  But the form I need 8915-E in order to spread the payment within 3 years is still not coming up.  How do I get that form?

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2 Replies
Level 15
Mar 21, 2021 12:12:55 AM

turbotax forms listing says the online version is available now.   try typing 8915-E into the forms search box.  if you have no success you'll have to contact support. 

Level 2
Mar 21, 2021 12:51:44 PM

Thank you for responding.  I figured out the problem.  It didn't show the form as I was filling in my information but the amount listed on top did change to show the spread within 3 years.  Its just you wont see the physical form 8915E until the very end when they give u chance to review all the forms before submitting.  LOL sorry, I was doing this real late at night and I was nervous.  I should have realized sooner.