Claimed Disaster Retirement Plan form 8915-E in 2020 and chose to spread taxable amount over 3 years.

I filed form 8915-E for Disaster Retirement Distribution in 2020. I elected to spread the taxable amount over 3 years. When I select Yes - We Took a disaster distribution between 2018 and 2020. Turbo Tax comes back with Unfortunately, changes related to qualified disaster distributions and repayments weren't ready in time to include in this release. Please revisit this area later. Does that mean Turbo Tax is still working on it? It is already middle of March.

153

Expert Alumni

Mar 14, 2022 5:32:27 AM

You will report the second taxable portion of your 2020 coronavirus distribution in the Retirement section under Wages and Income of TurboTax.

However, form 8915-F will only be available around March 24, 2022 and you'll need to revisit this section later.

Please see this TurboTax Help topic on IRS forms availability dates.

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Claimed Disaster Retirement Plan form 8915-E in 2020 and chose to spread taxable amount over 3 years.