@dmarqtax
There is an item D on your chain which is a box to mark if your disaster is coronavirus. And it states “don’t list coronavirus in item C”.
if you look at the charts on 8915F page 1, chart 1directs you to answer only lines 12-15, and 23-26 if applicable. (It doesn’t apply for the 3-withdrawal split so you can skip). Line 15 flows to 5b of the 1040. All these are taken care of in TT’s questionnaire. I think IRS cares more about matching numbers so I don’t think the description error is a serious flaw. If it is, they’ll send a letter. I just hit the space bar twice when I was asked for a FEMA number since this item is supposed to be blank anyway. I think the software is just making sure it didn’t get missed. TT should really have this covered so it’s not returning us to that item during the review.
I, too, filed with the retirement withdrawal 8915F process using TT step-by-step QA. My situation is for a straight forward withdrawal, no repayments and option to split for 3 years. Both federal and state returns were accepted.
I'm not a tax expert just a long time user.
