8915 F

[berejem28]

I need to report my second payment/distribution for the covid relief disbursement  I took in 2020. Do I need to use the same 1099r from I used last year? or how will it work for this year's filing?

[FangxiaL]

You don't enter your 1099-R for 2020 into your 2021 tax return, but it is a good reference about how much you took out in 2020 and how you need to pay tax on or put back if that's what you decided to do. 

We can provide better instructions once Form 8915-F is ready for e-file on 3/31/2022.

To report the 2021 CARES Act retirement plan distribution for 2020 that gave you 3 years to repay it back, follow these steps:

With your federal return open:

1. In the search box, type 1099-r, then Jump to 1099-r
2. On the next screen, select No if you did not receive a 1099-R in 2021
3. On the next screen, select Yes to Have you ever taken a disaster distribution before 2021?
4. Select Yes, I took a disaster distribution between 2017 and 2020 on the next screen
5. The message below is what you will see because the form is not ready as of today. The new form is expected sometime in March.

You'll need to revisit this area

Unfortunately, IRS instructions related to repayments of disaster distributions weren't ready in time for us to include them in this release. Please revisit this area later.

[bert25016]

The Federal form 8915F has been ready for some time.  Why is Turbotax so slow to update?

[MoniqueLO_]

Form 8915-F will be available on March 24, 2022. 

In this public forum, we are provided with form availability information, but not an explanation as to why certain forms are not available until a specific date.

Please see this Help Article for information regarding IRS forms. The Help Article will display the availability of forms, upcoming release dates, and if the form is supported through E-file.

@bert25016

[JM132]

I am in the same boat with Form 8915F, I get an error that form is not ready, would be nice to get a message that it will be ready by March 24 or March 31.  I tried starting my State Return but it has the following pop up immediately and I do not know how to answer, probably related to the Form 8915F, My state is California.

Not sure how to answer or input data on those lines that show up 

Pension or Annuity Adjustments
How do I know if this applies to me?

This applies to you if:

- you received a Qualified Disaster Distribution and elected to spread the taxable portion over three years. The deferred portion in the first year results in an addition. In the following year, the inclusion of income on the federal return will be subtraction.
- you received a distribution from a Canadian Registered Retirement Savings Plan (RRSP). California treats a RRSP similar to a savings account. Therefore contributions and previously taxed earnings are not taxable in California and results in a subtraction.

[christinabebensee]

how do we record this information in the california state tax section for "pension and annuity adjustments"? Is it a subtraction, an addition, or neither?