topic 8915-F filing for 2024 Tax Year in Retirement tax questions

8915-F filing for 2024 Tax Year

rpollock87 — Fri, 24 Jan 2025 03:17:17 GMT

Everything I've searched refers to COVID-19 distributions, but our disaster distribution was for Hurricanes in 2024. What steps must we complete in order to include this form without saying it was for a distribution prior to 2020.

Re: 8915-F filing for 2024 Tax Year

DaveF1006 — Fri, 24 Jan 2025 13:26:16 GMT

It depends. 8915-F forms that report disaster distributions are not available until 2/13. Please check back after that time.

Turbo Tax Forms Availability

Re: 8915-F filing for 2024 Tax Year

rpollock87 — Fri, 21 Feb 2025 05:36:30 GMT

I waited until 2/13, and then it updated to 2/20. Here I am on 2/21 and still getting a "You'll need to revisit this area" notification after going through my 1099-R's again, trying to trigger it to generate my 8915-F. Still goose-egg.

Re: 8915-F filing for 2024 Tax Year

amao — Fri, 21 Feb 2025 20:34:09 GMT

I am also waiting on form 8915-F for tax year 2024. I got the same message as of 2/21/2025. Please let us know when this form is available to file.

Re: 8915-F filing for 2024 Tax Year

davidtoole123 — Fri, 21 Feb 2025 22:46:41 GMT

I am also waiting for 2024 8915-F

the tool shows 2023 and stops

https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product=Turbotax_online&bu=cg

Re: 8915-F filing for 2024 Tax Year

amao — Sat, 22 Feb 2025 00:47:19 GMT

Thank you

Re: 8915-F filing for 2024 Tax Year

gwayo — Mon, 24 Feb 2025 15:34:33 GMT

I was on the phone with support desk for two hours yesterday. After a very helpful agent ran the question through multiple levels, the answer I received is the resolution desk has to address the issue. Their system appears to acknowledge the form deficiency and does not provide a resolution date. Hopefully this is addressed soon as this is the last step I need to complete before filing my tax return.

Re: 8915-F filing for 2024 Tax Year

gwayo — Tue, 25 Feb 2025 16:59:53 GMT

I heard the release date is 2/27 now. Can you confirm this release date?

Re: 8915-F filing for 2024 Tax Year

Joe_mastro — Wed, 26 Feb 2025 16:57:09 GMT

Can someone at Turbo Tax confirm that the 2024 8915-F will be available on the 27th? The form has not changed since the 8915-E after coronavirus. I would like to transmit so I can get my refund before the IRS is completely gutted,

Re: 8915-F filing for 2024 Tax Year

AmyC — Wed, 26 Feb 2025 18:45:33 GMT

Please check forms availability here.

@Joe_mastro @gwayo

Re: 8915-F filing for 2024 Tax Year

Joe_mastro — Wed, 26 Feb 2025 19:06:37 GMT

Hi @AmyC -

Thank you for responding. The link you provided does not indicate the tax year, which is the issue. I took a one-time distribution from my IRA in 2024 as a result of a 2024 qualified disaster (DR-4820-CT). But when I answered "Yes, this was a Qualified 2024 Disaster Distribution", and clicked continue. the application stated,

"You'll need to revisit this area. Unfortunately, changes related to qualified disaster distributions and repayments weren't ready in time for us to include them in this release. Please revisit this area later."

So I am stuck. My return will not transmit with the information and I do not want to exclude it since the impact on my refund is significant. So if the form is listed in that link you provided, when will the application be updated?

Re: 8915-F filing for 2024 Tax Year

Joe_mastro — Thu, 27 Feb 2025 17:57:25 GMT

@AmyC

Here is additional information for my unanswered follow-up question from yesterday. Seems to me like a Catch 22 that I would think is a simple fix.

On the application's 1099-R form that has the IRA distribution information I downloaded from my bank, there is a Qualified Disaster Worksheet that has checkboxes for a 2023 Disaster Distribution or a 2024 Distribution. You can check the 2024 Disaster Distribution box, but it gives a red error indication.
I assume this "error" is what prevents the 2024 distribution box on the 8915-F from being checked. But that seems to be a mistake, as the form contains selections for up to 2028. If you right-click on the 2024 box, you get the following "about" information:
- "Form 8915-F is a forever form. The same Form 8915-F will be used for distributions for qualified 2020, 2021, 2022, 2023, 2024 disasters and later. Additional alphabetical Forms 8915 (that is, Form 8915-G, Form 8915-H, etc.) will not be issued."
So, it would appear that no other rule changes are pending despite what the application message states:
- "You'll need to revisit this area. Unfortunately, changes related to qualified disaster distributions and repayments weren't ready in time for us to include them in this release. Please revisit this area later."

Since the form is a "Forever Form", 8915-related work is probably closed on the problem resolution roadmap therefore, no one has looked closely enough to realize there are some loose ends in the application. Can you or someone else escalate this issue?

Re: 8915-F filing for 2024 Tax Year

amao — Thu, 27 Feb 2025 18:04:59 GMT

Thank you for keeping me updated on this matter. It looks like I will delete my selection for disaster distribution relief from my retirement account and deal with the cost of this matter. It is unfortunate there is no resolution to this technical matter other than to bear the penalty for a natural disaster.

Re: 8915-F filing for 2024 Tax Year

cedavis2nd — Thu, 27 Feb 2025 19:58:04 GMT

I'm also waiting on Qualified Disaster IRA withdrawal benefit as part of Easy Step (spread up to $22,000 for three years and possibly waive early penalty, if any). Thankfully I found the worksheet to record an IRA withdrawal as a 2024 Qualified Withdraw.

This is the last element of my return to complete before submittal.

Can someone as TurboTax give and ETA on this update? I thought it was to be today, February 27th.

Thanks

Re: 8915-F filing for 2024 Tax Year

Joe_mastro — Fri, 28 Feb 2025 16:22:04 GMT

@AmyC

@DaveF1006

I know you are both here as Tax Experts, and we appreciate you both for having responded previously. However, the issue with the 8915-F is not a tax issue or form question or a question about where to find the form. It is a programming issue, and I am at a loss as to how to proceed. My last note yesterday provides details on the issue. Any help or guidance would be appreciated.

Re: 8915-F filing for 2024 Tax Year

hensleywedding2016 — Fri, 28 Feb 2025 21:32:12 GMT

Still no form availability in spite of the 2/27 update going live...

Re: 8915-F filing for 2024 Tax Year

SHS77JJ — Sun, 02 Mar 2025 04:15:00 GMT

One of their technical support people walked me through a super patch update on Friday the 28th. The form was still not available. Today, I selected the 2023 Disaster option and typed in the 2024 data. After I printed it, I crossed out the box that had 2023 and checked the 2024 box. If Turbotax doesn't get the problem fixed, the IRS can deal with the issue, I'm not letting the government keep one penny more than what I owe them. I'll send in the paper form of my taxes if this update does not drop by the end of March.

Re: 8915-F filing for 2024 Tax Year

cedavis2nd — Sun, 02 Mar 2025 14:07:14 GMT

Would you mind saying a bit more about this paper filing option? What sequence did you use to elect a 2024 disaster in 2023?

Re: 8915-F filing for 2024 Tax Year

SHS77JJ — Mon, 03 Mar 2025 00:13:15 GMT

On the page where it asks if it's the withdrawal is 2023, 2024 or neither. When you try to select 2024 it doesn't let you go any further. I read online that 8915-F will be the same form until 2028 according to the IRS website. After the turbo tax frustration, I selected 2023 just to see what would happen. It gave me the next form on which I started putting my data for Hurricane Beryl here in Houston. I was convinced when I entered the disaster code and dates that it would kick me out of the form. However, Turbotax allowed me to continue. I entered all the data and printed the form just to see what was actually entered on the form. It had 2023 in one box and 2024 in the other box. I drew a line through the 2023 and used and ink pen to check the 2024 box. I hope I have confused you. If Turbotax doesn't get this problem fixed, I'll mail them my return and they can figure out why Turbotax never got this problem resolved.

Re: 8915-F filing for 2024 Tax Year

SHS77JJ — Mon, 03 Mar 2025 00:15:49 GMT

BTW, if you print the form from the IRS website it's the same form that will be in your return. I'm figuring the only drawback at this point is that I can't send it electronically.