@capitolgirl wrote:
Thank you--I've done all of your recommended steps to a "T" and even after having filled in the info from the 8915-e, it doesnt generate a 8915-f. That's the issue.
If you entered the information in the Retirement Income of the program the Form 8915-F will be included in the list of forms, schedules and worksheets when you are in Forms mode. Click on Forms if you are using one of the TurboTax desktop CD/Download editions
In the Retirement Income section -
If you had a Covid-19 related distribution in 2020 and selected to spread the distribution over 3 years -
Answer No when asked if you received a Form 1099-R in 2021, if you did not receive the form
Answer Yes when asked if you took a disaster distribution
Answer Yes when asked if you took a Qualified 2020 Disaster Distribution
Check the box that this was a Coronavirus-related distribution reported in 2020
2020 Form 8915E, line 4, column b - Enter a 0
If the 2020 distribution was from an account that was Not an IRA
2020 Form 8915E Line 9 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9
If the 2020 distribution was from an IRA account
2020 Form 8915E Line 17 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17
The 1/3 of the amount from the 2020 distribution will be entered on the 2021 Form 1040 Line 4b if from an IRA or on Line 5b if from a retirement plan other than an IRA
