Get your taxes done using TurboTax

You will use Form 8915-F.  For tax years 2021 and 2022, Form 8915-F replaces Form 8915-E, which was the form used to report 2020 COVID-related qualified disaster distributions.

Because you took a distribution from a traditional, IRA retirement plan, follow these instructions.  The same steps would apply if you took a distribution from a SEP, SIMPLE or Roth IRA retirement plan.

1. Sign-in to your TurboTax account
2. Open or download your 2020 tax return PDF (you’ll need this open for reference)
3. Go to the 8915-E section on your 2020 return
   • Note: If you’re having difficulty finding 8915-E, open your 2020 tax return PDF,  hold down the Ctrl + F keys, and type 8915 in the search bar
4. Then, select Federal from the TurboTax menu
5. Select Wages & Income
6. Locate the Retirement Plans and Social Security section and select Show more
7. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) 
8. Choose the appropriate answer to Did you get a 1099-R in 2022? 
   • If you received a 1099-R for 2022, enter the form if you haven’t already done so
   • Select Continue
9.  Answer Yes to Have you ever taken a disaster distribution before 2022?
10. Select Continue
11. Answer Yes to Did you take a 2020 Qualified Disaster Distribution?
12. Select the box next to If this was a Coronavirus-related distribution reported in 2020 check box
13. Enter the amount from your Form 8915-E, line 4, column b and select Continue
14. Select to complete Qualified 2020 Disaster Distribution (from Traditional, SEP, SIMPLE, and Roth IRAs)
15. Go back to the 8915-E section in your 2020 return
    • Note: Form 8915-F won’t generate because it’s not required. You only need the 2020 8915-E info for your 2022 tax return
16. Review Part III of your 2020 8915-E form
17. Review the section on the form to see if the box on line 17 is checked
    • If this box is checked, enter 0 in the first box under the section in TurboTax
    • If this box isn’t checked, enter the amount from line 17 in the first box under the section in TurboTax.
18. Enter the amount from your 2020 Form 8915-E, line 18 into the second box under the section in TurboTax
    • If the box is blank on your 8915-E, leave the line blank in TurboTax
19. Enter the amount from your 2020 Form 8915-E, line 17 into the third box under the section in TurboTax.
    • Note: If the checkbox on line 17 on Form 8915-E isn’t checked, box 1 and box 3 in TurboTax will show the same amount
20. Enter any repayments you made on the following page
21. Select Continue
22. If you only took a distribution in 2020, answer No, I didn’t to the question, Did you take a disaster distribution in 2017, 2018, or 2019? 
23. Select Continue to finish the section
    • Note: If you receive an error message requesting a disaster name or type, enter Virus SARS-CoV-2 or Coronavirus Disease 2019 to clear the error