turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

jfkd24
New Member

Is the Covid disaster distribution form not available? I'm selecting that I need to report 1/3 of the distribution and am being told I will have to return to the topic.

I know that the IRS instructions were delayed on this topic the last two years.  I can't seem to find any information on when Turbotax will have the ability to process this for 2022 taxes.  
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Is the Covid disaster distribution form not available? I'm selecting that I need to report 1/3 of the distribution and am being told I will have to return to the topic.

For some reason TurboTax delays, delays, delays releasing this form.

Poor, poor, poor.

HopeS
Expert Alumni

Is the Covid disaster distribution form not available? I'm selecting that I need to report 1/3 of the distribution and am being told I will have to return to the topic.

Form 8915-F (Qualified Disaster Retirement Plan Distributions and Retirements) will be available on February 23rd.

 

While you are pending the release of Form 8915-F you can review your tax return to make sure there are no other filing errors so that once Form is released by the IRS you will be ready to efile.

 

The following steps should be used to enter your COVID-qualifying distribution  -

  1. Click on Federal
  2. Click on Wages & Income
  3. Scroll down to Retirement Plans and Social Security
  4. On IRA, 401(k), or Pension Plan Withdrawals (1099-R), click on the Start or Revisit button
  5. 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

 

Review the link below for other helpful information:

 

Form 8915-F on TurboTax

 

@jfkd24 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question