DanaB27
Expert Alumni

Get your taxes done using TurboTax

If you didn't have the 2021 Form 8915-F on your 2021 tax return then you will have to amend your 20221 tax return to add it:

 

  1. Click "Federal Taxes" on the top and select "Wages & Income"
  2. Click "I'll choose what to work on"
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
  4. Answer "No" to the question "Did You Have Any of These Types of Income?" if you didn't have a Form 1099-R for 2021 (If you have a Form 1099-R then enter all 1099-Rs and after entering your last 1099-R click "Continue" on the “Your 1099-R Entries​​​​​​​” screen)
  5. Answer "Yes" to the "Did you take a disaster distribution in prior years or repay…" screen
  6. Answer "Yes" on the "Did you take a 2020 Qualified Disaster Distribution" screen
  7.  Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

Please 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.

 

 

Once you have done this then you can enter the information in your 2022 tax return:

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top and type “1099-R”  
  3. Click on “Jump to 1099-R” 
  4. If you do not have any 2022 1099-R answer "No" to "Did you get a 1099-R in 2022?" (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)
  5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  7. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here", enter your information from your 2021 Form 9815-F, and then continue.

@Cdickey6 

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