qbteachmt
Level 15

"I have a few clients that want to file early"

The IRS isn't even accepting individual returns until Feb 12.

You have all of this available to you through your program resources.

https://proconnect.intuit.com/proseries/forms-finder/

https://proconnect.intuit.com/community/update-products/help/how-to-find-release-dates-for-forms-and...

Bookmark these resources. Use them often.

I use Ctl F, then select that the global option is to Highlight, then enter 8915. Not any specific letters.

Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Taxpayer)Final on 02/18/2021, EF Not Allowed

 

"Filing early" isn't going to go well for these people. Paper filing takes forever to be processed.

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"Level Up" is a gaming function, not a real life function.