IRS Form 8915-F information can be entered at the screen Did you take a 2020 Qualified Disaster Distribution? I was able to report Qualified 2020 Disaster Distributions from Part II and Part III from the 2020 8915-E by following these steps.
- Go to Federal / Wages & Income / Retirement Plans and Social Security / I'll choose what I work on / IRA, 401(k), Pension Plan Withdrawals (1099-R).
- Click Start / Revisit to the right.
- At the screen Did you receive any 1099-R forms? select No.
- At the screen Have you ever taken a disaster distribution before 2021?, Click Yes.
- At the screen Did you take a 2020 Qualified Disaster Distribution?, enter 8915F and 8915E information.
I also reported that:
- I did not repay any 2020 Qualified Disaster Distribution in 2021.
- I did not report a disaster distribution in 2017, 2018 or 2019.
You may view the distributions on the 2021 Federal 1040 tax return at Tax Tools / Tools / View Tax Summary / Preview my 1040. You may view Form 8915-F at Tax Tools / Print Center / Print, save or preview this year's return / Include government and TurboTax worksheets.
Form 8915-F Part II distributions may be found on line 5b of the 2021 Federal 1040 tax return. The distribution is not reflected in box 5a. See entries for Part II of Form 8915-F on lines 12, 13 and 15.
Form 8915-F Part III distributions may be found on line 4b of the 2021 Federal 1040 tax return. The distribution is not reflected in box 4a. See entries for Part III of Form 8915-F on lines 23, 24 and 26.
Live Tax Advice is available by clicking the upper right hand corner of the screen. Additional payment may be required.
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