Cynthiad66
Expert Alumni

Retirement tax questions

@TCABarry

It seems this form is still unavailable.   However, TurboTax will complete and include Form 8915-F with your return if you qualify. Just enter your Form 1099-R and answer a few questions to determine your eligibility.

 

The IRS completed a draft mode of the Instructions for Form 8915-F in January 2022.

 

Please read this helpful TurboTax FAQ for additional information: What is Form 8915-F What is Form 8915-F Qualified 2021 Disaster Retirement Plan Distributions and Repayments?

 

 

Similar 8915 forms are tentatively available 3/17/22.

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