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Level 2
posted Feb 14, 2021 1:36:32 AM

Need assistance filling out IRS Form 8915-E

According to the IRS Publication website:
"Because Form 8915-E is new and impacted by recent legislation, it has not been enabled in XML for e-filing, and e-filed returns are to include an attached PDF of Form 8915-E. As an alternative to attaching a PDF of Form 8915-E, to increase e-filing and reduce paper filing, software providers may instead include with the e-filed return a general dependency statement that includes all the information requested on Form 8915-E if they have issues with attaching a PDF. "

 

I am attempting to fill out the Form, but I do not see any question asking if any Taxes were withheld at the time of distribution of a 401k payout.  This should be a simple fillout, I took out 39k and had 3900 held for taxes.  How do I reach out to a TurboTax Expert for assistance?

0 4 327
4 Replies
Level 15
Feb 14, 2021 3:46:18 AM

enter 1099-R with withholding amount.

That doesn't go on Form 8915-E.

TurboTax is not ready for you yet. You will have to try later.

Returning Member
Mar 24, 2022 8:49:17 AM

The form are ready but don't understand what to do

Returning Member
Mar 24, 2022 8:52:36 AM

Could someone help with filling form 8915-e

 

Expert Alumni
Mar 24, 2022 9:22:07 AM

The one third portion of the qualified disaster distribution from your retirement in 2020 can be added to your tax return.  Use the following information and have your 2020 Form 8915-E available for the necessary information.

 

  1. Wages & Income > Retirement Plans and Social Security > 
  2. IRA, 401(k), Pension Plan Withdrawals (1099-R) >  Start, Revisit or Update > Continue
  3. Answer Yes  'Have you ever taken a disaster distribution before 2021?'
  4. Answer Yes, 'You had a 2020 Qualified Disaster Distribution'
  5. Complete the Information using your 2020 Tax return > Continue
  6. Enter any amount you may have repaid in 2021
  7. Finish the entry for your spouse if applicable or just click Continue
  8. Complete any additional retirement questions as you move through this section
  9. Continue until you have finished and returned back to the Wages & Income Screen.
  10. Do NOT stop and change sections without completing it.