BrittanyS
Expert Alumni

Get your taxes done using TurboTax

Form 8915-F is still subject to changes.  The estimate when the form will be available for e-file is February 16.  This doesn't mean you can't e-file.  To e-file, you must check back after February 16 to file your return electronically.

 

Form 8915 is used to report a disaster-related retirement distribution.  For 2022, Form 8915-F will be used to replace Form 8915-E, which was used to report the 2020 COVID-related distribution.  

 

To enter the 8915-F form in TurboTax, follow these instructions:

 

  1. Click Wages & Income 
  2. Click Show more under Retirement Plans and Social Security  
  3. Click Start or Revisit beside IRA, 401(k), Pension Plan Withdrawals (1099-R) 
  4. Answer Yes  'Have you ever taken a disaster distribution before 2021?
  5. Answer Yes, You had a 2020 Qualified Disaster Distribution
  6. Complete the Information using your 2020 Tax return 
  7. Enter any amount you may have  repaid in 2021, if applicable
  8. Finish the entry for your spouse if applicable or click Continue

 

@jmanjr81 

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