8915-F filing for 2024 Tax Year

[rpollock87]

Everything I've searched refers to COVID-19 distributions, but our disaster distribution was for Hurricanes in 2024. What steps must we complete in order to include this form without saying it was for a distribution prior to 2020.

[DaveF1006]

 It depends. 8915-F forms that report disaster distributions are not available until 2/13.  Please check back after that time.

Turbo Tax Forms Availability 

[rpollock87]

I waited until 2/13, and then it updated to 2/20. Here I am on 2/21 and still getting a "You'll need to revisit this area" notification after going through my 1099-R's again, trying to trigger it to generate my 8915-F. Still goose-egg.

[amao]

I am also waiting on form 8915-F for tax year 2024.  I got the same message as of 2/21/2025.  Please let us know when this form is available to file.

[davidtoole123]

I am also waiting for 2024 8915-F

the tool shows 2023 and stops

https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...

[amao]

Thank you

[gwayo]

I was on the phone with support desk for two hours yesterday. After a very helpful agent ran the question through multiple levels, the answer I received is the resolution desk has to address the issue. Their system appears to acknowledge the form deficiency and does not provide a resolution date. Hopefully this is addressed soon as this is the last step I need to complete before filing my tax return.

[gwayo]

I heard the release date is 2/27 now. Can you confirm this release date?

[Joe_mastro]

Can someone at Turbo Tax confirm that the 2024 8915-F will be available on the 27th? The form has not changed since the 8915-E after coronavirus. I would like to transmit so I can get my refund before the IRS is completely gutted,

[AmyC]

Please check forms availability here. 

@Joe_mastro  @gwayo

[Joe_mastro]

Hi @AmyC -

Thank you for responding. The link you provided does not indicate the tax year, which is the issue. I took a one-time distribution from my IRA in 2024 as a result of a 2024 qualified disaster (DR-4820-CT). But when I answered "Yes, this was a Qualified 2024 Disaster Distribution", and clicked continue. the application stated,

"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."

So I am stuck. My return will not transmit with the information and I do not want to exclude it since the impact on my refund is significant. So if the form is listed in that link you provided, when will the application be updated?

[Joe_mastro]

@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?

[amao]

Thank you for keeping me updated on this matter. It looks like I will delete my selection for disaster distribution relief from my retirement account and deal with the cost of this matter.  It is unfortunate there is no resolution to this technical matter other than to bear the penalty for a natural disaster.  

[cedavis2nd]

I'm also waiting on Qualified Disaster IRA withdrawal benefit as part of Easy Step (spread up to $22,000 for three years and possibly waive early penalty, if any). Thankfully I found the worksheet to record an IRA withdrawal as a 2024 Qualified Withdraw.

This is the last element of my return to complete before submittal.

Can someone as TurboTax give and ETA on this update? I thought it was to be today, February 27th.

Thanks

[Joe_mastro]

@AmyC 

@DaveF1006 

I know you are both here as Tax Experts, and we appreciate you both for having responded previously. However, the issue with the 8915-F is not a tax issue or form question or a question about where to find the form. It is a programming issue, and I am at a loss as to how to proceed. My last note yesterday provides details on the issue.  Any help or guidance would be appreciated.