JamesG1
Expert Alumni

Deductions & credits

What error message do you get when you run Federal Review?  Does the error message refer to a specific box or entry?  Perhaps there is a {blank} in what  looks like an empty field.  Or you may want to delete the entry and start over.

 

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 / 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.
  • The screen Did you take a disaster distribution at any time between 2018 and 2020? you are instructed to select YES if you need to report 1/3 of the amount of your distribution from a prior year.  That has already been done.  Select No, I didn't.

@iantronnguyen 

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