topic Re: 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. in Retirement tax questions

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.

jfkd24 — Mon, 23 Feb 2026 12:24:33 GMT

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.

Re: 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.

fanfare — Thu, 16 Feb 2023 15:37:53 GMT

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

Poor, poor, poor.

Re: Is the Covid disaster distribution form not available? I'm selecting that I need to report 1/...

HopeS — Thu, 16 Feb 2023 16:01:20 GMT

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 -

Click on Federal
Click on Wages & Income
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), or 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

Review the link below for other helpful information:

Form 8915-F on TurboTax

@jfkd24