DaveF1006
Expert Alumni

Retirement tax questions

Here is how to generate a 8915-F form in desktop if you did prepare your previous return in Turbo tax.

 

  1. Federal Taxes>wages and income
  2. Retirement Plans and Social Security>IRA, 401K>pension plan Withdrawals (1099R)
  3. First question asks if you received a 1099R in 2021, say no
  4. Then it asks you if you took a disaster distribution in 2020, say yes.
  5. Then it asks if you took a Corona Virus Distribution, you will say yes, you took one in 2020.
  6. Now you need your 2020 8915-E to fill in the information that it asks next.
  7. Once you complete this, your 8915-F will be generated into your return populated with the correct information.

@Caseyblue

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