JamesG1
Expert Alumni

Get your taxes done using TurboTax

I think that you are saying that you are stuck in a look generated by IRS Form 8915-F and / or disaster distributions.  Is that correct? Please clarify.  These steps relate to such a 'loop'.

 

If you entered any Form 1099-R in your return, you have already seen the question about disaster distributions.  There is another question for users who did not enter any Form 1099-R information.

 

The question in the step-by-step section of your return is located after you enter income and before you enter deductions and credits.  In your tax return, that question may not have been answered or the question has been answered Yes.

 

If you did not receive such a distribution or if the full distribution has already been taxed, you may mark No.

 

To return to this question in TurboTax Desktop, follow these steps.

  

  • Go to Federal Taxes / Wages & Income / I'll choose what I work on
  • Scroll down and click on Done with income.
  • Continue moving forward until you see a question about whether you took a disaster distribution in 2020 and answer No.
  • Run the Federal Review  again to see whether the error has cleared.

TurboTax is now able to report IRS Form 8915-F.  Were you reporting distributions in Part II or Part III of the Form 8915-F?  Please clarify.

 

I was able to generate an IRS Form 8915-F Qualified Disaster Retirement Plan Distributions and Repayments and report distributions other than IRA's in Part II.

 

  • I did not repay any 2020 Qualified Disaster Distribution in 2021.
  • I did not report a disaster distribution in 2017, 2018 or 2019.
  • I reported No for the second question Did you take a disaster distribution at any time between 2018 and 2020? after the section Wages & Income and before the section Deductions & Credits.

The intent is for you to see the 1/3 spread over the three years:

 

  • Included on the 2021 Federal 1040 tax return line 5b,
  • Not included on the 2021 Federal 1040 tax return line 5a, and
  • In Part II of Form 8915-F on lines 12, 13 and 15.

@petejm79

 

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