8915-F

Forum|Forum|4 years ago
March 24, 2022
2 replies
1 view

Hello,

I filed using for 8915-E last year this year I should be using 8915-F my question is since I chose to split this for 3 years so I re-enter the full 1099R from 2020 or do I only enter 1/3 of that?

MayaD

Alumni - Intuit

You don't report your 2020 1099-R again.

Please follow the steps below:

Log in to your account.
Select Federal Taxes.
Go to wages and Income
Scroll down to Retirement Plans and Social Security
Select Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
Answer No to the question Did you get a 1099-R in 2021?
Answer Yes Have you ever taken a disaster distribution before 2021?
Answer Yes Did you take a 2020 Qualified Disaster Distribution?
On the next screen enter the information from your 2020 Form 8915E.

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ethantax90

Level 2

I am trying to file my taxes with form 8915f. I follow through the questions it presents about a 2020 qualified distribution. However I don't believe it is actually taking a 1/3 portion of my distribution and applying it to to this years income. Am I missing something or is it working properly?

raerae1516Author

Level 2

I feel like it’s not doing that either!

Roundtown

Level 2

I made a Covid distribution from my Roth in late 2020. It was reported on my 2020 return via TT Form 8915-E. I returned 75% of the funds distributed to the Roth in last October. Looking at the 2021 IRS Form 8915-F and instructions, it appears that line 25 of Form 8915-F should be filled out with the amount of funds that I returned. However, when I finish the TT return and go to forms, there is no Form 8915-F, but there is a form 8915E-T (Qualified 2020 Disaster Retirement Plan Distributions and Repayments Worksheet) that does not print when I tell TT that would like to print all forms that would be submitted to the IRS. The 8915E-T does have all of my distribution and repayment information and states that I should retain if for my records but does not generate the required 8915-F.

Will there be another update that gins up the submitted 8915-F for Roth-Covid data?