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New Member
posted Mar 29, 2023 11:22:21 AM

Part I of Form 8915-F has not been finalizede yet when is the upcoming release expected?

Retirement Distributions received in 2021

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1 Replies
Expert Alumni
Mar 29, 2023 12:11:11 PM

Form 8915-F is updated and available to file with your return.  If you are receiving a form not available notification in TurboTax Desktop, you may need to update your software to get the newest version of the form.  To update your software, follow these steps in TurboTax Desktop:

 

  1. Click Online
  2. Click Check for Updates
  3. Run Update

If you have already entered your 1099-R with the older version, you may have to delete the 8915-F form and distribution and re-enter the form.  Follow these steps to re-enter the distribution:

 

  1. Open or continue your return in TurboTax.
  2. In the left menu, select "Tax Tools."
  3. Click "Tools."
  4. In the pop-up window Tool Center, select "Delete a form."
  5. Select "Delete" next to "Form 8915-F" and "Qualified 2020 Disaster Retirement Distr" and follow the instructions.
  6. Click on the "Search" on the top and type “1099-R.”  
  7. Click on “Jump to 1099-R.” 
  8. If you do not have any 2022 1099-R, answer "No" to "Did you get a 1099-R in 2022?" (If you have any other 1099-R, then enter all 1099-R and after entering your last 1099-R, click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
  9. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
  10. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
  11. Check the box next to "If this was a Coronavirus-related distribution reported in 2020, check here" and enter your information.