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If I received a Covid Payment from the IRS in 2020 but did not received a Form 8915E, how would I fill in the specific form information to file my taxes?

 
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JamesG1
Expert Alumni

If I received a Covid Payment from the IRS in 2020 but did not received a Form 8915E, how would I fill in the specific form information to file my taxes?

You will not receive a form reporting the second installment of the 2020 Qualified Disaster Distribution.  Refer to IRS Form 8915 in your 2020 Federal 1040 income tax return for the numbers.

 

IRS Form 8915-F information can be entered at the screen Did you take a 2020 Qualified Disaster Distribution?  Report Qualified 2020 Disaster Distributions from Part II and Part III from the 2020 8915-E by following these steps.

 

  • Go to Federal / Wages & Income / Retirement Plans and Social Security / IRA, 401(k), Pension Plan Withdrawals (1099-R).
  • Click Start / Revisit to the right.
  • At the screen Did you receive any 1099-R forms? select No.
  • At the screen Have you ever taken a disaster distribution before 2021?, Click Yes.
  • At the screen Did you take a 2020 Qualified Disaster Distribution?, enter 8915F and 8915E information.
  • If you see the screen Did you take a disaster distribution at any time between 2018 and 2020?, you are instructed to select YES if you need to report 1/3 of the amount of your distribution from a prior year.  That has already been done.  Select No, I didn't.

You may view the distributions on the 2021 Federal 1040 tax return at Tax Tools / Tools / View Tax Summary / Preview my 1040.  You may view Form 8915-F at Tax Tools / Print Center / Print, save or preview this year's return / Include government and TurboTax worksheets.

 

Form 8915-F Part II distributions may be found on line 5b of the 2021 Federal 1040 tax return.  The distribution is not reflected in box 5a.  See entries for Part II of Form 8915-F on lines 12, 13 and 15.

 

Form 8915-F Part III distributions may be found on line 4b of the 2021 Federal 1040 tax return.  The distribution is not reflected in box 4a.  See entries for Part III of Form 8915-F on lines 23, 24 and 26.

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