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2 replies

Level 15
February 1, 2021

I have not seen an official announcement from the IRS or Turbotax, but Intuit sent a notice to their professional customers that the form would be released by the IRS on 2/18/21.  If that date holds, I would expect it to be included in Turbotax about 1-2 weeks later, to allow for final programming and testing.  The IRS also indicated that the form won't be able to be e-filed.  However, all that is subject to change by the IRS at any time until it is actually official.

Level 15
February 1, 2021

A tentative release date isn't yet known. 

Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments, is still in draft status on the IRS website, and hasn't yet been finalized. 

Please see the TurboTax Help article IRS forms availability table for TurboTax individual (personal) tax products for future reference. 

Taxpayers use Form 8915-E if they were adversely affected by a qualified 2020 disaster and received a distribution that qualifies for favorable tax treatment.