8915E-T

[Papotvin]

When will Form 8915-E be available? TurboTax indicates "IRS instructions related to disaster distributions weren't ready in time for this release." I can't file my taxes because of this.  Tried to update, said I have the latest update.  Not real happy right now.  Its March 4th and I should be able to file my taxes!!

[CarissaM]

8915-E was for the tax year 2020, for the tax year 2021 you will be using form 8915-F, which will be available on March 24, 2022. 

You can view the forms availability here to monitor the availability date. 

[mpearcex]

why are you calling it 8915-f? It clearly states we are waiting on form 8915E-T so whats the real answer here? money was taken out of our 401k's in 2020, not in 2021, but the taxes are paid over three years

[DMarkM1]

The Form 8915-F is now a forever form.  In prior years the alphabetical letter changed to indicate a new year.  With the Form 8915-F a box will be checked indicating which year the disaster occurred that you are claiming a tax benefit for including 2020 and going forward. 

For a 2020 disaster including Coronavirus, the form 8915-F will be used if any of the following apply to you for 2021.  Bullet three applies in your situation. 

• A qualified disaster distribution was made to you from an eligible retirement plan.

• You received a qualified distribution.

• A qualified disaster distribution was made to you in a prior year that you are including in income in equal amounts over 3 years and the 3-year period has not yet lapsed.

• You made a repayment of a qualified disaster distribution.