2022: how do i file the income from 401k CARES withdrawal in 2020 spread over 3 years?

[GRogers1]

For last year's taxes, it was easy to figure out how to handle my 401k CARES withdrawal in Turbo Tax.  I had the withdrawal in 2020, so received a 1099-R that indicated that.  I paid about 1/3 of the withdrawal back and that showed up on form 8915-E.  I didn't have to pay any taxes because of that repayment.

Now trying to complete taxes for tax year 2021, I didn't receive a 1099-R because I didn't have a withdrawal in 2021.  So there is no way that I can find to trigger the sequence in Turbo Tax that lets me state how much I repaid this year to reduce my tax liability.  In other words, I can't figure out how to trigger the 8915-E form in Turbo Tax.  

Second related question - I actually repaid a few hundred $ more than 1/3 last year.  I saw an IRS document that said I can carry that excess repayment forward and count it toward this year's repayment.   I'm not sure how to do this in Turbo Tax either.

Thanks for any help!

[ColeenD3 · Accepted solution]

This section is not available at the moment because the IRS has not yet released the final version of Form 8915-F and you'll need to revisit this section later.

Once the section is available follow these steps to report any repayment:

1. Login to your TurboTax Account 
2. Click on the Search box on the top and type “1099-R”
3. Click on “Jump to 1099-R”
4. If you do not have any 2021 1099-R answer "No" to "Did you get a 1099-R in 2021?" 
5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen

[AmeliesUncle]

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@ColeenD3 wrote:

This section is not available at the moment because the IRS has not yet released the final version of Form 8915-F

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No, that section is not available yet because the Intuit developers have not added the draft 8915-F, despite it being available for OVER FOUR MONTHS.

The fact that the IRS has not finalized the form merely means a tax return can not be filed with it yet.  There is no legitimate reason why that section should not be working right now, based off the draft version of the 8915-F.