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 1
posted Mar 25, 2022 7:19:13 PM

Is the 8915-F working? I completed the requested info, but my refund didn't change, should have gone down,

0 1 316
1 Replies
Expert Alumni
Mar 28, 2022 2:24:01 PM

Review the Federal 1040 tax return and IRS Form 8915-F to verify that the distributions were reported correctly.

 

Are you able to review the entries on the 2021 Federal 1040 tax return?  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.