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

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

Need to file Tax Form 8915-E for distributing the tax on Early withdrawal of 401K amount due to Covid19 / Unemployment crisis

Greetings. Last year I lost my job due to COVID19 crisis and withdrew my entire 401K amount due to Unemployment crisis for more than 8 months. I need help in filing the 8915-E form to distribute the tax over three years. However, it's not available in the Turbotax 2020 Deluxe Edition.

Please help / advise me about how to proceed on this case.

Regards,

M G Riaz Ahamed

email: [email address removed]

Connect with an expert
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

Need to file Tax Form 8915-E for distributing the tax on Early withdrawal of 401K amount due to Covid19 / Unemployment crisis

The TurboTax desktop software had an update on 02/26/2021 that includes the Form 8915-E.  You have to update your edition to the latest release.   Click on Online and click on Check for Updates.

 

You have to enter or edit a Form 1099-R and then answer the Covid-19 questions before the software will generate the Form 8915-E and include the form in the federal tax return that is filed.

 

Covid 1099-R TTD.JPG

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies