☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 3
posted Mar 27, 2022 12:36:17 PM

Is it necessary to do the 8915F and the 8915E-T, to declare prior-year distribution amounts for COVID-19?

Already completed the questions for the 8915 F by Qualified 2020 Disaster Retirement Plan Distributions
Why does the 8915E-T also appear to me? and appears to correct errors.
If I didn't have distributions in 2021, can I delete this 8915E-T?
it is necessary to do the 8915F and the 8915E-T, to declare prior-year distribution amounts?

0 3 1027
3 Replies
Expert Alumni
Mar 27, 2022 12:53:24 PM

Yes, you should delete the 8915E-T because the 8915-F replaces the 8915-E in 2021.  You may still have the 8915-E because information rolled over from a prior year.  You can follow these steps to delete the Form 8915-E:

  1. Within your tax return, use the Forms icon in the upper right of the screen to switch to forms mode
  2. Select Form 8915E-T from the list on the left side of the screen, you may need to scroll down to find it
  3. Use the Delete Form button at the bottom of the preview screen

Level 3
Mar 27, 2022 1:04:54 PM

Thanks, I did it, but the 8915F was also deleted.

Expert Alumni
Mar 27, 2022 2:02:41 PM

8915F and 8915E information can be entered at the screen Did you take a 2020 Qualified Disaster Distribution?

 

I do not know what kind of distribution you are reporting.

 

However, I was able to report Qualified 2020 Disaster Distributions From Retirement Plans (Other than IRAs) in Part II from the 2020 8915-E.

  • Go to Personal / Personal Income / I'll choose what I work on / IRA, 401(k), Pension Plan Withdrawals (1099-R).
  • Click Start / Update to the right.
  • At the screen Did you receive any 1099-R forms? select No.
  • At the screen Did you take any disaster distributions in prior years or repay any prior years disaster distribution in 2021?, Click Yes.
  • At the screen Did you take a 2020 Qualified Disaster Distribution?, enter 8915F and 8915E information.

I was able to generate an IRS Form 8915-F Qualified Disaster Retirement Plan Distributions and Repayments and report distributions other than IRA's in Part II.

 

  • I did not repay any 2020 Qualified Disaster Distribution in 2021.
  • I did not report a disaster distribution in 2017, 2018 or 2019.
  • I reported No for the second question Did you take a disaster distribution at any time between 2018 and 2020? after the section Wages & Income and before the section Deductions & Credits.

 

The intent is for you to see the 1/3 spread over the three years:

 

  • Included on the 2021 Federal 1040 tax return line 5b,
  • Not included on the 2021 Federal 1040 tax return line 5a, and
  • In Part II of Form 8915-F on lines 12, 13 and 15.