paddyt8, I believe that the 8915-F form is working. I'm going to paste a snippet of text from one of the people that replied to me ... see below. Note that in my case, it was a 401K withdrawal (for 2020), not an IRA or SEP.
By the way, I don't think you should need to Delete the 8915-F-T form (from the Tools -> Delete From) feature.
Try this:
Click on Federal
Click on Wages & Income
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the Start or Revisit button
On the screen Did you get a 1099-R in 2021? Click on NO, if you did not receive a 2021 Form 1099-R in 2022
Answer Yes when asked Have you ever taken a disaster distribution before 2021?
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
KEY BELOW:
In the box 2020 Form 8915-E, line 4, column b - Leave blank.
This is not required on a Form 8915-F for a Coronavirus-related distribution
If the 2020 distribution was from an account that was Not an IRA (i.e., a 401K):
Enter 1/3 of the amount from the 2020 distribution in BOTH boxes for Line 9
- 2020 Form 8915E, line 9, if you checked the box on that line, enter 0
- 2020 Form 8915E Line 9
paddyt8 ... you have to enter your 1/3 amount into BOTH fields (above). All other fields should be blank if yours was a 401k distribution only. If you think this is not working ... try removing the amount from the first of two fields (below) and then you should see your amount owed recalculate ... I can't recall if you have to continue past the form to see it recalculate.
- 2020 Form 8915E, line 9, if you checked the box on that line, enter 0
If you see your amount owed did recalculate when you blanked out the first of two entered field values, this is good. It means that when you re-enter your 1/3 amount owed into that first (of two) field(s) .. you will see it calculate correctly and this will give you the confidence that it is working.
Once you get the thing to (re)calculate, go on to the next screens. If it asks you again whether you had disaster withdrawal, say YES again ... and it'll 'warn' you that you have to re-visit the 1099-R section. TurboTax didn't do a great job with all of this ... just work it through. It'll ask you whether you took a distribution in 2017, 18, 19 ... just say 'No' to each if you hadn't.
At some point you should see a worksheet presented to you for the 2020 distribution. In my case, I entered 'Coronavirus' into the disaster name and just ignored (left blank) the FEMA disaster number. This should hopefully work for you as well.
If all else fails, hit the 'Get Tax Advice/Help' button on the top right of your screen. Someone from Intuit will call you in 5 or so minutes and you can walk it through together. Those folks are very good ... they didn't actually know the solution out of the gate but they are dedicated to get a solution and you'll get there with them.
Good luck ... and let's hope that in our next life, there will be no complicated tax code and we'll all just pay a simple VAT on our purchases (whether we buy a can of soup or a private airplane) and we'll avoid all this nonsense.
Dan
