DawnC
Employee Tax Expert

Get your taxes done using TurboTax

You will include Form 8915-F with your return, but that form won't be ready until 03/24.   You can go into TurboTax now and tell TurboTax that you took a disaster withdrawal last year.   Then, after the 24th, you will be able to come back, enter the information about your distribution and TurboTax will include the form before you submit your return.  

 

To get to that question in TurboTax, search for 1099-R, and use the Jump to 1099-R link.  Answer Y or N to the Did you receive any forms questions.   Then hit Continue.  Answer YES to the Did you take a disaster distribution any time between 2018 and 2020.    You will see a message to revisit this area.    Come back after the 24th to complete.  

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