You'll need to sign in or create an account to connect with an expert.
Form 8915 is used to report a disaster-related retirement distribution, and any repayments of those funds. For tax years 2021 and 2022, Form 8915-F will replace Form 8915-E, which was the form used to report 2020 COVID-related qualified disaster distributions.
The payment of a coronavirus-related distribution to a qualified individual must be reported by the eligible retirement plan on Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
How to report a 2020 COVID retirement distribution using form 8915
https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-8915/use-form-8915-report-2020-covi...
Form 8915 is used to report a disaster-related retirement distribution, and any repayments of those funds. For tax years 2021 and 2022, Form 8915-F will replace Form 8915-E, which was the form used to report 2020 COVID-related qualified disaster distributions.
The payment of a coronavirus-related distribution to a qualified individual must be reported by the eligible retirement plan on Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
How to report a 2020 COVID retirement distribution using form 8915
https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-8915/use-form-8915-report-2020-covi...
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
jmatalone
New Member
ladytee-40
Returning Member
annas1114
New Member
jane
New Member
ladyjoymoon
New Member