Why do I need these forms, Form 8915E-T Form 8915E-T: Qualified 2020 Disaster Retirement Plan Distributions and Repayments?

[gkcope2]

Also, I read another post that the form is supposed to be available Feb 24th?

[DianeW777 · Accepted solution]

Great news! The IRS created new Form 8915-F to replace Form 8915-E.  This form will be used for anyone who chose to take a distribution from their retirement and spread the taxable amount over three years.

It was recently (approximately 10 days) taken out of draft and finalized.  TurboTax has an available date of March 31, 2022.  Continue to check the availability date by using the link provided.

• When will federal forms be available?
• What is Form 8915-F?

When entering your 1099-R in TurboTax CD/Download, you’ll be asked Was this withdraw due to Covid-19? On the next screen, it should ask you Did you test positive for the coronavirus in 2020? However, some users are reporting they aren’t being asked that second question.

We’re working to resolve this issue. If you’d like to receive progress status updates, sign up here.

[gkcope2]

I don't want that form.  I read that I should delete my 1099-R then reenter and answer the disaster questions no.  I did that and still am prompted for this form.  Even if I delete the form 1099-R altogether to see what I am prompted for in the review section of Turbotax online, it still says I need this form.  Do I actually need this form to submit my tax form, or is it because of having a 1099-R form in a prior year that I cant make this message go away?

Thanks again

[LeonardS · Accepted solution]

If you took retirement distributions due to COVID-19 in 2020 and chose to pay taxes over 3 years, you will need to include Form 8915-E  for the 2021 tax year for the 2nd installment. The 'T" is only an indicator used by the TurboTax program to indicate it is for the taxpayer who is listed first on the tax return.  The reply by @DianeW777 also details that Form 8915-E will be renamed to From 8915-F by the IRS

@gkcope2 

[gkcope2]

Thanks @LeonardS and @DianeW777 

I guess that answers my question well!

I guess I will just have to be patient ☹️

[gspoteet]

I answered no to the qualified disaster question but it is still waiting on the form to be released

[AamilD]

@gspoteet , please try the following method.

There should be a page in the step-by-step section of your return where you can answer the question about disaster distributions with 'No'.  If you entered any Form 1099-R in your return you will have already seen that question one time, but there is another one out there for users who did not enter any Form 1099-R information.

Please try the following steps if you are using TurboTax Online to see if the error message will clear:

• Go to Federal on the left side of the screen
• Go to Wages & Income at the top of the screen
• Scroll to the bottom of the section without making any changes and click Wrap Up Income
• Continue moving forward until you see a question about whether you took a disaster distribution in 2020 and select 'No'
• Run the Federal Review again to see if the error has cleared

Please try the following steps if you are using a CD/downloaded version of TurboTax:

• Go to Wages & Income at the top of the screen (or Personal > Personal Income)
• Click I'll choose what I work on
• Scroll to the bottom of the section without making any changes and click Done with Income
• Continue moving forward until you see a question about whether you took a disaster distribution in 2020 and select 'No'
• Run the Federal Review again to see if the error has cleared

If you have tried these steps and you did not see a question about the disaster distributions in 2020, then repeat the steps for the Deductions & Credits section of your return until the question is located.