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Level 1
posted Mar 28, 2022 3:52:21 AM

8915E-T vs 8915-F

I E-File I keep being told that 8915-E for second part of Covid Disaster supposed to be used for 2020. I was asked the questions but form is not showing that it was sent to the IRS. You can see it in tools but the form didn't attach for sending ! Friends are now telling now that 8915- F was supposed to be used instead this has been so confusing I'm paying for service that  didn't include either form! I can't get a clear understanding from Turbo why it wasn't sent

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5 Replies
Expert Alumni
Mar 28, 2022 4:49:11 AM

Did you enter the Retirement section and answer the required questions?

 

The section is now available. Follow these steps to report any further tax to be paid:

 

  1. Login to  TurboTax 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. If you do not have any 2021 1099-R answer "No" to "Did you get a 1099-R in 2021?"
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen.

You will be guided through the screens.

 

 

 

Level 1
Mar 31, 2022 5:23:31 AM

Thanks!! I did answer the questions, but 8915-E form is not showing that it was sent to the IRS along with other taxes. I've spoken turbo tax they claim it was , but I printed my copies no form printed, looked what sent, we checked amended no in there, but we can see it under tools! I just wanted to know if anyone had this issue? Second issue for distribution 2020 for second part did use 8915-E or 8915- F ? 

Expert Alumni
Mar 31, 2022 7:23:22 AM

IRS Form 8915-F is used in to report the second disaster distribution in the 2021 Federal 1040 tax return.  Is that what you are asking?

 

You may view the form at Tax Tools / Print Center / Print, save or preview this year's return / Include government and TurboTax worksheets.

 

IRS Form 8915-E was used in to report the first disaster distribution in the 2020 Federal 1040 tax return.

Level 1
Mar 31, 2022 10:50:05 AM

My distribution was from 2020 not 2021. In 2021 I used 8915E. When I filed my taxes for 2022 Turbo taxes said to revist, the form was not available. I was told it would be available March 24,2022 I answered the questions submitted my taxes but form is not showing it forwarded to the IRS! Turbo CS and I went through everything all forms we could see that sent but 8915E. 2021 when I printed my return everything printed, we seen all the forms sent. 2021 tax forms not showing 8915 E-T it was forwarded with other tax forms! Nor did it print for my copies! Turbo claim I may have to amend afterwards but they claim they can see 8915E-T in tools but don't know why it didn't get sent!! Just asking anyone had issues with this form

 

Level 15
Mar 31, 2022 11:04:42 AM

@LatonyaHillSmith There will not be a Form 8915-E included with the 2021 tax return because the 8915-E was only used for tax year 2020.

If you had a disaster distribution in 2020, 2019 or 2018 or you had a Coronavirus-related distribution in 2020 and selected to have that distribution spread over three years the there would have been a Form 8915-F included with the 2021 tax return.