RobertB4444
Expert Alumni

Get your taxes done using TurboTax

The 8915-E is the form for the 2021 tax year.  Are you working inside your 2022 return?  Once you enter the 1099-R information the system should report the amount you have to pay back and generate the 8915-F.  

 

If you are working in 2022 and you have an 8915-E form (not the worksheet that shows the carryover from 2021 then you need to delete the 8915-E in order to generate an 8915-F.  This may require deleting your return and starting over since the 8915-E form is not supposed to be able to be added to the 2021 return.

 

@Cpnneeda 

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