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Level 1

Question

Form 8915-E is available today from IRS. When will the program make it available for me to file?

Forum|Forum|5 years ago
February 13, 2021
6 replies
0 views

No text available

TurboTax Deluxe Online

linaj20201

Level 14

The 8915-E Form is projected to be e-fileable starting 02/24/2021, unfortunately. As of today 2/12/2021, IRS just completed its final development of the 2020 version of this form. Please click on the following link and sign up for an email notification when it's fixed.

Form 8915-E

The forms are available if you are going to download from the IRS website. However, e-filing is different. Once the form is finalized by the IRS, it has to be coded into the special language the software uses and has to be thoroughly tested for calculations and e-filing acceptability. IRS then has to approve it for e-file. It always takes a little longer for a form to become available for e-file in a software program. I hope this helps you understand the situation. At this point, the IRS expects to approve the form 8915-E on TurboTax e-file as 02/24/2021. Thank you for your patience.

If you are under age 59 1/2, the distribution from the retirement plans and IRAs is considered as an early withdrawal. Generally, you will pay both regular tax plus an additional 10% penalty of your entire distribution unless you met certain criteria. Due to the CARES Act, if your retirement distribution is related the Covid-19, you will not be liable for this additional penalty. You will still pay the normal taxes like your wages and income. For more information from the IRS, click here: Covid Relief. If your distribution is not related to the Covid, you will need to pay the penalty.

Mommyof3

Level 6

Why is it available on TaxAct and FreeTaxUSA and few others? I have been with Turbo over 15 years and I filed under Taxact to see the difference and I'm blown away. Whats happening

philbio2k

Level 2

Like you @Mommyof3, I have used TT a very long time but this past weekend I was reading through Reddit and noticed several users stating that FreeTaxUSA had the 8915-E form available and ready for e-filing. Yesterday, I decided to see for myself and sure enough it is on there and I was able to file my taxes for free and being able to go ahead and file them using my lower income numbers for 2020 should also allow me to receive any new stimulus or economic impact payments that get approved. The only part that will not be free is the state tax return.

msrite2020

Level 2

This is a message from 2021 for 2020! Not 2022 for 2021. The form we're to use in 2022 for 2021 is 8915-F is my understanding; 8915-E was for 2021. No wonder so many people are confused and upset. These forums are confusing people while Turbo Tax's delays are making some furious.

Be4Him66

Level 2

So is form 8915-F going to supersede 8915-E ? Is that why I'm having to wait to file my taxes ? If so, that makes sense because why would I have to wait for a form that was already implemented in 2021 for the 2020 tax year. That programming should exist already in Turbotax. I hope that's how it's going to work because I don't have a QDD for the 2021 tax year, just for the 2020 tax year where I chose NOT to spread over three years, but to pay all the tax in 2020.

DoninGA

Level 15

@Be4Him66 wrote:

So is form 8915-F going to supersede 8915-E ? Is that why I'm having to wait to file my taxes ? If so, that makes sense because why would I have to wait for a form that was already implemented in 2021 for the 2020 tax year. That programming should exist already in Turbotax. I hope that's how it's going to work because I don't have a QDD for the 2021 tax year, just for the 2020 tax year where I chose NOT to spread over three years, but to pay all the tax in 2020.

Since you did not split your 2020 distribution there is no need for you to use the Form 8915-F. You can just complete your tax return and file.

lagrannada2011

Level 2

Form 8915-E is not available yet in TurboTax for 2022 file season. I have tried many times and still is not ready. Does anybody know when is going to be available in TurboTax online? I am waiting for this to file my taxes.

DoninGA

Level 15

@lagrannada2011 wrote:

Form 8915-E is not available yet in TurboTax for 2022 file season. I have tried many times and still is not ready. Does anybody know when is going to be available in TurboTax online? I am waiting for this to file my taxes.

The Form 8915-E was only use for tax year 2020. It cannot be used for any other tax year. If you did not distribute a 2020 withdrawal over 3 years you can just complete your tax return and file.

Delete the Form 8915-E

Click on Tax Tools on the left side of the online program

Click on Tools

Click on Delete a form

lagrannada2011

Level 2

Thank you for your quick response. I am talking about those who made a 3 repayment options on taxes. I did the first payment in 2020 but I didn't get a 1099-R in 2021. Therefore, If I click NO on the question "Did you get a 1099R in 2021?" but I did receive a distribution from my retirement plan in 2019. TurboTax is telling me that " You need to review this later since TurboTax doesn't have that form ready. If anybody in this forum knows about this, please let me know, thanks!!!

dithomps53

Level 2

TODA IS 3/19/2022 WHEN WILL THIS FORM BE LOADED INTO TURBOTAX?

dithomps53

Level 2

cAN WE GET A REFUND FOR THE MONEY PAID FOR TURBOTAX SINCE THIS IS HOLDING UP MY REFUND? I HAVE USED THIS PROGRAM FOR YEARS BUT GOT ME SECOND GUESSING AS TO STAYING.

MichelleLO

Level 15

Form 8915-F for 2021 is currently scheduled for release on March 24, 2022. You can monitor the status of the form in the below TurboTax help article. If the form becomes available sooner than the currently published date, the article will be updated to reflect the new availability date.

IRS forms availability table for TurboTax individual (personal) tax products

To request a product refund, please reach out to TurboTax Customer Support. To get you to the right person, use the keywords billing issues.

What is the TurboTax phone number?

@dithomps53

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PaulyV

Level 2

Form 8915-F is preventing me from e-filing, and I believe it is not even required by me to file. How do I progress to efile my returns and/or delete 8915-F?

CatinaT1

Level 15

Have you tried this solution?

Here is a workaround provided by expert DanaB27 that is working-

Be sure to follow the instructions carefully. Try both options if necessary.

Please try these steps to fix the issue:

Login to your TurboTax Account
Click on the "Search" on the top and type “1099-R”
Click on “Jump to 1099-R”
If you do not have any 2022 1099-R, answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R, then enter all 1099-R and after entering your last 1099-R, click "Continue" on the “Review your 1099-R info ” screen)
Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
On the "Which disaster affected you in 2020?" screen, I selected the blank entry and clicked "back"
Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and continue.

Another option is to delete "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and then go back to the retirement section and reenter the information:

Open or continue your return in TurboTax.
Select "Tax Tools" and then "Tools" in the left menu.
In the pop-up window Tool Center, select "Delete a form".
Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
Click on the "Search" on the top and type “1099-R”
Click on “Jump to 1099-R”
If you do not have any 2022 1099-R, answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R, then enter all 1099-R, and after entering your last 1099-R, click "Continue" on the “Review your 1099-R info ” screen)
Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
Check the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and enter your information.