topic Re: From 8915 in Get your taxes done using TurboTax

From 8915

Anealr1105 — Mon, 09 Mar 2026 10:15:44 GMT

I have a 2020 Qualified Disaster amount and have completed form 8915 but this 1/3 for 2021 is not being transferred to my 1040 line 4B.

How can I get this done?

Re: From 8915

DoninGA — Sat, 16 Apr 2022 22:07:34 GMT

You must go to the Retirement Income section of the program for a Form 1099-R to be able to enter your 2nd year of the 2020 distribution -

Click on Federal

Click on Wages & Income

Scroll down to Retirement Plans and Social Security

On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the Start or Revisit button

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

Answer Yes when asked Have you ever taken a disaster distribution before 2021?

Answer Yes when asked if you took a Qualified 2020 Disaster Distribution

Check the box that this was a Coronavirus-related distribution reported in 2020

In the box 2020 Form 8915-E, line 4, column b - Leave blank or enter a 0

This is not required on a Form 8915-F for a Coronavirus-related distribution

If the 2020 distribution was from an account that was Not an IRA

Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9

2020 Form 8915E, line 9, if you checked the box on that line, enter 0

2020 Form 8915E Line 9

If the 2020 distribution was from an IRA account

Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17

2020 Form 8915E, line 17, if you checked the box on that line, enter 0

2020 Form 8915E Line 17

Do not enter anything in the other boxes, leave them blank (empty) or enter a 0

The 1/3 of the amount from the 2020 distribution will be entered on the 2021 Form 1040 Line 4b if from an IRA or on Line 5b if from a retirement plan other than an IRA

After completing the Wages & Income section you will land on a screen Did you take a disaster distribution at any time between 2018 and 2020?

Answer NO since you have already completed the entering the 1/3 of the 2020 distribution.

You can view your Form 1040 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Using the desktop editions click on Forms. Open the Form 1040

You should not receive the "Needs Review" in the Federal Review section if -

You Leave blank or enter a 0 in the box for 2020 Form 8915-E, line 4, column b

Re: From 8915

Anealr1105 — Sat, 16 Apr 2022 22:22:40 GMT

I have completed this step numerous times and the amount is still not being \transferred over to the 1040.

Not sure what else to do at this time.

Re: From 8915

DoninGA — Sat, 16 Apr 2022 22:24:41 GMT

@Anealr1105 wrote:

I have completed this step numerous times and the amount is still not being \transferred over to the 1040.

Not sure what else to do at this time.

So there is no amount entered on your Form 1040 on either Line 4b or Line 5b?

Did you enter the amount of the distribution in both boxes as requested in the procedure?

If the 2020 distribution was from an account that was Not an IRA

Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9

2020 Form 8915E, line 9, if you checked the box on that line, enter 0

2020 Form 8915E Line 9

If the 2020 distribution was from an IRA account

Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17

2020 Form 8915E, line 17, if you checked the box on that line, enter 0

2020 Form 8915E Line 17

Re: From 8915

Anealr1105 — Sat, 16 Apr 2022 22:30:25 GMT

I got, were not entering the amount in both lines.

Thank You very much for your assistance