Need help with 8915e form

Forum|Forum|5 years ago
January 27, 2021
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TurboTax Deluxe Online

MinhT1

Level 15

TurboTax is still waiting for the finalization of form 8915-E and its instructions.

The Coronavirus-related relief measures for retirement plan distributions have to be reported on form 8915-E which has not yet been finalized by the IRS. No date has been given by the IRS for the finalization of this document.

TurboTax will update this section after the IRS releases the final version of form 8915-E and its instructions. Please revisit this section at a later date.

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ymhoward

Level 2

Need instructions on the E8915

macuser_22

Alumni - Champ

@ymhoward wrote:

Need instructions on the E8915

The 8915-E was for the 2020 tax year only. It is being replaced with the new 8915-F form for 2021 which is still being developed by the IRS and will probable be released in March.

You can view the draft forms here:

https://www.irs.gov/pub/irs-dft/i8915f--dft.pdf

https://www.irs.gov/pub/irs-dft/f8915f--dft.pdf

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Dee59

Level 2

This is what the IRS is saying about it:

"Because Form 8915-E is new and impacted by recent legislation, it has not been enabled in XML for e-filing, and e-filed returns are to include an attached PDF of Form 8915-E."

To my knowledge, TurboTax has never supported the inclusion of an attached PDF. I'm thinking we'll have to use a paid tax preparer with professional software, if TurboTax can't figure this out quickly. Alternatively you could mail your return but then you won't get a refund for months. The IRS hasn't even finished processing the 2019 paper returns.

If you're trying to get your 2020 return filed fast so that you can qualify for the upcoming March/April Biden stimulus, I would go to a professional.

Here's the IRS link:

https://www.irs.gov/forms-pubs/alternative-filing-method-for-e-filed-returns-that-include-form-8915-e

macuser_22

Alumni - Champ

@Dee59 wrote:

This is what the IRS is saying about it:

"Because Form 8915-E is new and impacted by recent legislation, it has not been enabled in XML for e-filing, and e-filed returns are to include an attached PDF of Form 8915-E."

To my knowledge, TurboTax has never supported the inclusion of an attached PDF. I'm thinking we'll have to use a paid tax preparer with professional software, if TurboTax can't figure this out quickly. Alternatively you could mail your return but then you won't get a refund for months. The IRS hasn't even finished processing the 2019 paper returns.

If you're trying to get your 2020 return filed fast so that you can qualify for the upcoming March/April Biden stimulus, I would go to a professional.

Here's the IRS link:

https://www.irs.gov/forms-pubs/alternative-filing-method-for-e-filed-returns-that-include-form-8915-e

Read the whole thing, PDF OR statement and if neither then paper file and mail.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**