@AmyC
Here is additional information for my unanswered follow-up question from yesterday. Seems to me like a Catch 22 that I would think is a simple fix.
- On the application's 1099-R form that has the IRA distribution information I downloaded from my bank, there is a Qualified Disaster Worksheet that has checkboxes for a 2023 Disaster Distribution or a 2024 Distribution. You can check the 2024 Disaster Distribution box, but it gives a red error indication.
- I assume this "error" is what prevents the 2024 distribution box on the 8915-F from being checked. But that seems to be a mistake, as the form contains selections for up to 2028. If you right-click on the 2024 box, you get the following "about" information:
- "Form 8915-F is a forever form. The same Form 8915-F will be used for distributions for qualified 2020, 2021, 2022, 2023, 2024 disasters and later. Additional alphabetical Forms 8915 (that is, Form 8915-G, Form 8915-H, etc.) will not be issued."
- So, it would appear that no other rule changes are pending despite what the application message states:
- "You'll need to revisit this area. Unfortunately, changes related to qualified disaster distributions and repayments weren't ready in time for us to include them in this release. Please revisit this area later."
Since the form is a "Forever Form", 8915-related work is probably closed on the problem resolution roadmap therefore, no one has looked closely enough to realize there are some loose ends in the application. Can you or someone else escalate this issue?
