If you're using the online tool, you can save and walk away at anytime. That's where I am while I wait for the 8915-F to be available and integrated.
After reading the IRS draft pubs and going through the worksheets, it looks like there's no impact to my situation. I opted to have my emergency distribution distributed over three years but the worksheets lead me to a zero amount of additional income accounted to the 2021 tax year.
Since this doesn't change my refund, I was tempted to file BUT when it came time to check the box stipulating that the forms are 'correct, complete, etc.', I decided to wait.
It would be nice if Intuit put a hold on being able to file if the situation applies. The main reason I opted not to file is because I didn't want to have to file amended federal and state returns and pay all the fees associated.
Can anybody point me in a different direction? Am I being overly cautious? It is the IRS, so I'm content to err on the side of no red flags and less contact.
