When will Turbotax release Form 8915-E for hundreds of thousands that will require this form? IRS already released Alternative Filling Method for E-filed Returns guidance

[ali16]

IRS already released Alternative Filling Method for E-filed Returns That Include Form 8915-E
https://www.irs.gov/forms-pubs/about-form-8915-e

[macuser_22 · Accepted solution]

Yes, but they have not release the form itself yet.   TurboTax does not currently support any attachments.

See below for a link to sign up for an email when the form is ready.

This form is necessary to report COVID related distributions from IRA's and other retirement plans to report the distribution, pay it back over 3 years or spread the tax over 3 years.

A COVID-19 related distribution is reported on a new 8915-E form that is not yet available and there is no estimated release date since the form is still in the draft state at the IRS.


The draft paper form 8915-E is here:

https://www.irs.gov/pub/irs-dft/f8915e--dft.pdf
https://www.irs.gov/pub/irs-dft/i8915e--dft.pdf

Also to see if you qualify for a COVID-19 related distribution see:
https://www.irs.gov/newsroom/coronavirus-related-relief-for-retirement-plans-and-iras-questions-and-...

See this TurboTax FAQ to sign up for an e-mail when the form is ready.
https://ttlc.intuit.com/community/tax-topics/help/why-am-i-getting-getting-a-10-penalty-on-my-1099-r...

[Laffusrcu]

It’s not a draft anymore they released it today ! 

[DoninGA]

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@Laffusrcu wrote:

It’s not a draft anymore they released it today ! 

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See this TurboTax support FAQ for the Form 8915-E - https://ttlc.intuit.com/community/tax-topics/help/why-am-i-getting-getting-a-10-penalty-on-my-1099-r...

[kevindaniel21]

@Laffusrcu 

2/25 (tomorrow) is the updated release date for the form on TurboTax

https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotax_fed_online_individual.html

[Odenton_Doug]

is there a wait ?   Its the evening of 2/25 and the site says its released,  yet my 1099R wont let me complete and the 8915-E isn't there to open from forms.   perhaps a glitch (  TT premier 2020 download )   I even did a update from the tools menu.   Anyone else have this dilemma ?  

[DoninGA]

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@Odenton_Doug wrote:

is there a wait ?   Its the evening of 2/25 and the site says its released,  yet my 1099R wont let me complete and the 8915-E isn't there to open from forms.   perhaps a glitch (  TT premier 2020 download )   I even did a update from the tools menu.   Anyone else have this dilemma ?  

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The update for the desktop editions will be available tomorrow.  The online editions have already received the update.

[Laffusrcu]

There is no update on Premier yet 

[DoninGA]

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@Laffusrcu wrote:

There is no update on Premier yet 

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Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments is available for both the TurboTax online web-based editions and the TurboTax desktop CD/Download editions.

If you are using the desktop editions you have to update your software.  Click on Online.  Click on Check for Updates.

You need to enter or edit your Form 1099-R and answer the questions concerning a Covid-19 distribution.

[DawnC]

It is in all versions of TurboTax.  Go back to your 1099-R entries and click on Review/Edit.   When you continue through the entry screens, you will get the covid-related questions pertaining to Form 8915-E.    @Laffusrcu

[Laffusrcu]

Thanks a lot !