- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
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 Retirement Plans (Other than IRAs) in Part II from the 2020 8915-E by following these steps.
- Go to Federal / Wages & Income / Retirement Plans and Social Security / I'll choose what I work on / 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 was able to generate an IRS Form 8915-F Qualified Disaster Retirement Plan Distributions and Repayments and report distributions other than IRA's in Part II.
- I did not repay any 2020 Qualified Disaster Distribution in 2021.
- I did not report a disaster distribution in 2017, 2018 or 2019.
- I reported No for the second question Did you take a disaster distribution at any time between 2018 and 2020? after the section Wages & Income and before the section Deductions & Credits.
The intent is for you to see the 1/3 spread over three years:
- Included on the 2021 Federal 1040 tax return line 5b,
- Not included on the 2021 Federal 1040 tax return line 5a, and
- In Part II of Form 8915-F on lines 12, 13 and 15.
@Caseyblue
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 28, 2022
2:53 PM