Follow these steps in TurboTax online.
- After entering the 1099-R information you arrive at a screen Here's your 1099-R info. Click Continue.
- Is the next screen Have you ever taken a disaster distribution before 2021? Select Yes. Click Continue.
- At the screen Did you take a 2020 Qualified Disaster Distribution?, enter 8915F and 8915E information. Click Continue.
- There will be additional screen about 2017, 2018 and 2019 distributions. Answer as required.
- If you see 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.
You may view the distributions on the 2021 Federal 1040 tax return at Tax Tools / Tools / View Tax Summary / Preview my 1040. You may view Form 8915-F at Tax Tools / Print Center / Print, save or preview this year's return / Include government and TurboTax worksheets.
Form 8915-F Part II distributions may be found on line 5b of the 2021 Federal 1040 tax return. The distribution is not reflected in box 5a. See entries for Part II of Form 8915-F on lines 12, 13 and 15.
Form 8915-F Part III distributions may be found on line 4b of the 2021 Federal 1040 tax return. The distribution is not reflected in box 4a. See entries for Part III of Form 8915-F on lines 23, 24 and 26.
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