When will form 8915-E 2020 be available in turbo tax?

[tanialaguna]

@robbyja  then why it it not letting me bypass? i clearly told the 3 people ihave talked to from turbo tax that i didnt not take it out due to covid and they all still told me i need that form.

i am not sure what to do now. when it asked me why i took it out i said none of the above that is the only thing i am doing... have never had trouble with taxes or turbo tax in 11 years until now.

[robbyja]

Regarding the formsets error, I just searched and saw this reply for a TT expert.

It may apply to you 

I get the message "not entitled to efile one of more formsets". 

Please troubleshoot with the options below. If needed, we will investigate your experience.
 Thank you for your participation and patience. 

a. Check Availability
 Please confirm all forms you are filing are available and supported to be e-filed. When will my forms be ready?

(The 8915-E Form is projected to be e-fileable starting 02/24/2021)

b. Sign out, Remove state and try again
 If all your forms are ready and available to be e-filed and you receive this message, please follow the steps below

1. Sign out of TurboTax.
2. Sign back in.
3. E-file the return again.

You may need to remove your state and prepare your state return again to move past the error and successfully e-file

c. Send us your tax file
Still receiving the message? We'd like to take a deeper look at your specific situation. Please attach screenshots, detailed instructions on where you are in the TurboTax Program and a token number. (This token number gives us your tax file with all your personal information removed)

TurboTax Online:  
Click Tax Tools in the menu to the left.
Click Tools, and then
Click Share my file with Agent.
A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.
Provide the token number that is generated onto this thread.

TurboTax Desktop:
Select Online menu if the customer is using Windows. Select “Help” if using a Mac.
Select Send Tax File to Agent.
A pop-up message will appear, and the customer will select, Send. If using Mac "Send Tax File to TurboTax Agent" 
Note: Desktop will save a file to your computer unless you uncheck the box.
Another message will appear. Provide the token number that is generated onto this thread.

[tanialaguna]

@DoninGA  that is what 3 people at TT have told me. that its the 1099r form and that i need 8915e 

i even shared screen with them and they looked at everything :(

[robbyja]

The 8915-E is specifically for qualified disaster withdrawals. 

If you didn't take $ out for reasons of a qualified disaster, why would you need the form?

If you didn't take $ out for reasons of a qualified disaster, then it's just a regular withdrawal (fully taxable).

What is it you are wanting to achieve?

If you took an early withdrawal, you will be hit with the 10% penalty - unless you took it out for reasons of COVID.

If your goal is to split the withdrawal over three years, you can only do that if you took the withdrawal due to COVID.

[DoninGA]

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@tanialaguna wrote:

@DoninGA  that is what 3 people at TT have told me. that its the 1099r form and that i need 8915e 

i even shared screen with them and they looked at everything :(

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The formset error has nothing to do with a form.  It is an error that requires the user to delete the state tax return and then go back through the state section of the program to re-enter the state return.

Since you have already paid for the TurboTax account including the state program the state return cannot be deleted, your only option is to print and mail the both the federal and state tax returns.

See this TurboTax support FAQ for how to print your tax returns for mailing when using the online editions - https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online...

[robbyja]

What is not letting you "bypass?"

If you enter into TT that the withdrawal was not due to COVID, it's just a "regular" return that does not require an 8915-E.  It should just continue with income and deductions and complete the return.

[tanialaguna]

i just want to be able to efile my taxes. i always told TT people that i didnt take it out due to covid and since the beginning all they have told me is i need 8915e.

i know i am hit with the 10% penalty. 

I am not sure where to go from here.... even if i mail my return- i dont know why i cant get thru online. this is the only thing different this year for me is the 1099R i received.

[tanialaguna]

it does let me continue. then when i reach the end and i say ready to efile it gives me that error.

i called again just now. i told them i dont need form 8915E because it wasnt due to covid. she keeps saying i do if i got a 1099R , LOL

ahhhhhh

[kzigmant]

If you received a 1099-R from simply taking a withdrawal from your retirement, and it is NOT related to Covid-19, Delete your 1099-R.  Then add it back in and make sure to pay close attention to the follow-up questions that are asked after entering in the form information.  You will get to a question with 4 Checkboxes.  First checkbox will be referring to Covid-19.  Do NOT check this box.  Check the last box, None.  Then continue.

[robbyja]

The formset error is due to something else.  

Earlier in the the thread, I copy/pasted TT's suggest resolution to the formset error

[tanialaguna]

@kzigmant  that is exactly how i have it. clicked on none of the above which is last option.

when i go to finish and efile it still gives me that error.

already deleted state and started over. and still

[tanialaguna]

@robbyja @kzigmant @DoninGA @ReneeM7122 @cdsildenafil 

thank you for all your help. unfortunately still nothing. I will contact turbo tax for the 5th time. if no resolution i  am out the money already paid to upgrade, and will just go somewhere to get them done. :(

[kzigmant]

If you're using TurboTax Deluxe Live, Ask for an agent in Tax Advice.  Otherwise, if you're using just TurboTax Deluxe, then ask for Tax Support.

[tanialaguna]

AND I deleted 1099R and state and redid everything and now its saying i have to pay again.

screw TT this year. going elsewhere

[macuser_22]

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@tanialaguna wrote:

@robbyja @kzigmant @DoninGA @ReneeM7122 @cdsildenafil 

thank you for all your help. unfortunately still nothing. I will contact turbo tax for the 5th time. if no resolution i  am out the money already paid to upgrade, and will just go somewhere to get them done. :(

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Did you enter it this way?   No 8915-E form is needed.