turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

ness4242
New Member

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?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
AmyC
Employee Tax Expert

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?

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.

  1. Go back through the program, edit the  1099-R, and mark that you were affected by COVID.
  2. 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.

 

 

Related:

State 8915-E Impact

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question