When will form 8915E be efileable on turbo tax?

[MichelleLO]

Form 8915E is currently scheduled to be released on February 25, 2021. You can monitor the status of the form via this link. 

[bell86103]

The form was released, but there is still a check that prevents me from e-filing.  It says, "Check this entry: pension deduction worksheet."  There is a box to review, I review it and proceed but it just comes back to the same screen...

[macuser_22]

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@bell86103 wrote:

The form was released, but there is still a check that prevents me from e-filing.  It says, "Check this entry: pension deduction worksheet."  There is a box to review, I review it and proceed but it just comes back to the same screen...

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Is that an error on the state return.   I don't know of a Federal worksheet like that.

Also, you say "pension" - it this a pension that is paid to you automatically each  month?

[hman36]

TurboTax says 8915-e is live and to download updates for desktop for mac application. I just did this, it had an update so I updated. When I select that I had a disaster distribution it still says I will have to "revisit" this area. How do I elect a disaster distribution.

[macuser_22]

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@hman36 wrote:

TurboTax says 8915-e is live and to download updates for desktop for mac application. I just did this, it had an update so I updated. When I select that I had a disaster distribution it still says I will have to "revisit" this area. How do I elect a disaster distribution.

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Try deleting the 1099-R and re-enter.

[hman36]

Okay its working I just am not eligible, mine is from a non-qualified annuity

[bell86103]

Thats just the error that comes up.  It's not specific to a pension that is just what turbotax is calling that section of my file.  "Pension Deduction Worksheet: Federal Amount We're still working on updates related to retirement distributions that qualify for disaster or covid relief.  You can keep working on your return and we'll remove this message when it's ready."

[macuser_22]

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@hman36 wrote:

Okay its working I just am not eligible, mine is from a non-qualified annuity

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Only IRA's or employer plans such as 401(k) plans or similar are eligible for the CARES act COVID provisions.

Non-qualified plans, pensions and equal periodic payment plans are not included.

[Mgrum82]

I got the same message for my state return. I’ve reach out to TurboTax, through the live chat and they suggested to file by mail. I would prefer to file by E-File, so I’m waiting a few days to see if something changes. 

[Caseyblue]

NOT SEEING THE FORM

[DoninGA]

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@Caseyblue wrote:

NOT SEEING THE FORM

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You will not SEE the Form 8915-E.

After entering the Form 1099-R the Covid-19 questions will be asked.  The Form 8915-E will be generated by the software if the withdrawal was due to Covid-19.  The form will be included in the federal tax return that is filed.

[DawnC]

You are not going to see the form until you go through the 1099-R entry screens.   You have to enter a 1099-R and the covid related questions will be asked after you are done entering the form.   If you have already entered your 1099-R, go back to the retirement section and EDIT the form.    Once you indicate that the withdrawal was covid related in the follow-up screens, TurboTax will add the form to your tax return.   @Caseyblue

[Caseyblue]

What if I want to repay half this year and half next year? How is the tax handled?

[DoninGA]

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@Caseyblue wrote:

What if I want to repay half this year and half next year? How is the tax handled?

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The amount repaid is added to your taxable income in the year of the repayment and taxed at your current tax rate.