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Level 1
March 26, 2022
Question

Form 8915T

  • March 26, 2022
  • 3 replies
  • 17 views

i need help with the 2021 8915. I took a qualified distribution in 2020 related to COVID19. one of the questions asked is what is the FEMA disaster number.

i don't understand why i need to enter this i wasn't asked it last year when i filed.

the amount i took was $45K in 2020 and i am choosing to spread over 3 years therefore $15K in 2020 and $15K in 2021 and $15k in 2022.

Am I doing something wrong?

the software asks me to check if this is a coronavirus disbribution - and i check yes.

then it asks me to go to my 2020 form 8915E line 4 col b and enter the number which $45K but because i enter the $45K  

3 replies

Level 2
March 26, 2022

I need help with 2021 8915. I took qualified distribution in2020 related to COVID 19, one of the question asked is what is the FEMA disaster number.

I don't understand why I need to enter this I wasn't asked it last year when I filed. the amount I took was $15k and I choose to repay in 3 year 5,000in 2020 and $5K in 2021 and $5k in 2022. What am I doing wring.

MaryK4
Level 15
March 26, 2022

When you are entering the information for a 2020 Retirement Distribution related to Covid and took the option to repay over three years, you need to make sure you indicate that it was a distribution before 2021.  The only time you should see the question about a FEMA number is if you indicated it is a 2021 disaster distribution.  

 

The best way to correct this is to Delete the Form 8915 (How do I view and delete forms in TurboTax Online?)

 

Then go back to the 1099-R entries.  Make sure you enter the "Have you ever taken a disaster distribution before 2021?" 

 

 

 

If this does not work, please feel free to send a diagnostic copy so we can review.  A diasgnostic copy of your return scrubs all personal information, but sends us the data file so we can see your entries.  In TurboTax Online:  

  1. Click Tax Tools in the menu to the left.
  2. Click Tools, and then
  3. Click Share my file with Agent.
  4. A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.

Provide the token number that is generated onto this thread.

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Level 2
April 2, 2022

979282

Level 10
March 26, 2022

The correct entry if that field come up is:  None