qualified disaster distribution form 8582 vs 8915E?

[cspyon]

This is really frustrating.

I took out $30,000 from my retirement plan in Nov. 2020 under the Covid-related relief plan.

I decided to spread the taxes over the next three years, so when I filed the tax return last March, I paid for $10,000. And now I want to pay the tax for another $10,000.

When I checked my tax return form last year, I found $10,000  in 8582 Form under Taxable Pension Distributions.

When I tried to find out the same form, I couldn't. Instead the Turbo taxonline showed Form 8915E. And this was the question: Did you take a 2020 Qualified Disaster Distribution?

When I clicked Yes, I was asked to find 2020 Form 8915E, but in my tax return 2020, there was no form like 8915E. It was 8582 instead. I asked Turbo tax experts over the phone, and none could give me any good answer. Any help?

[fanfare]

No.1 are you sure you are opening the tax return file that you SUBMITED to IRS?

Form 8915-E is the required form and if you did not file it, you'll have to amend your 2020 tax return before filing 2021.

[cspyon]

I don't understand what you mean. 

My tax return last year was accepted by IRS.

Why should I amend it???

[fanfare]

ask IRS for a transcript of your 2020 tax return. they will mail it to you 

if you filed your COVID  distribution correctly you will see the  amount $10,000 included in

 taxable IRA distributions or taxable pension /annuity amount, depending on from where you took the money.

[cspyon]

Yes, I see the amount $10000 in taxable pensions, but the name of the form that shows it is Form 8582, not 8915E. That's why I have trouble finding the same form on TurboTax Online. Any help? 

[fanfare · Accepted solution]

If you do not want to amend then you can file as if you had a Form 8915-E.

The amount subject to tax this year to go on Form 8915-F is  $10,000 for 2021.

 This is assuming you did not make a any repayment and did not file form 8606 in 2020.

[cspyon · Accepted solution]

Actually I found the form 8915E in my 2020 tax return!

Thanks.