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Level 1
posted Mar 26, 2022 9:33:58 AM

How do i add 8915f to my return?

i received an email that this form is ready and i cannot figure out how to get it added to my return. going through the steps does not add it automatically

0 2 351
2 Replies
Expert Alumni
Mar 26, 2022 10:01:09 AM

If you are trying to report the any taxes to be paid on the 2020 COVID retirement distribution that you spread over 3 years then please follow these steps:

 

  1. Click on the "Search" on the top and type “1099-R”  
  2. Click on “Jump to 1099-R” 
  3. If you do not have any 2021 1099-R answer "No" to "Did you get a 1099-R in 2021?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
  4. Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen
  5. Follow the instructions on the screen

 

Please verify that you have the box checked next to "If this was a Coronavirus-related distribution reported in 2020 check here". Then make sure you enter the amount from Form 8915-E, line 9 twice (if it was not from an IRA) or enter the amount from Form 8915-E, line 17 twice (if it was from an IRA). This amount should be 1/3 of your 2020 COVID distribution.

 

Level 1
Mar 29, 2022 7:32:29 AM

Yes your information was most helpful. I was not entering line 17 twice, now my tax due has updated accordingly. Thank you!!