2020 IRA instructions for disaster distributions related to Covid

[DoninGA]

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@fromm757 wrote:

do you have any idea when this will be updated so I can get my taxes filed?

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As already answered on this thread - 03/24/2022

[kminnigh]

I had a distribution in 2020 and spread out payments for 3 years. Do I need to manually find the 8915 form in Turbo Tax in order to enter this info? I don't see that Turbo Tax has asked me for it. It just keeps telling me to return to the section for 1099-R. But I don't have a 1099R for 2021, only 2020.

[MarilynG1]

Yes, when you have finished entering any 1099-R's you have for 2021, TurboTax asks 'if you had a disaster distribution reported in 2020'.

If yes, it will ask if you elected to report the income over three years.  If Yes, you are asked to enter some amounts from Form 8915-E from your 2020 return.

Then Form 8915-F will be prepared for you. 

Click this link for more info on Form 8915-F. 

@kminnigh

[THUNT]

It is now 3/25/22 and Turbo Tax will not let me file my return because I took Disaster Relief betweem 2018 and 2020.  When is the IRS going to have the Form approved to file my taxes?

[THUNT]

Your information says that Form 8915=E should be ready by 2/24/22.  It is now 3/27/22 and I cannot e=file my Federal or State returns because of this Form not being ready.  What can I do to get my taxes filed????

[macuser_22]

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@THUNT wrote:

Your information says that Form 8915=E should be ready by 2/24/22.  It is now 3/27/22 and I cannot e=file my Federal or State returns because of this Form not being ready.  What can I do to get my taxes filed????

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The form has been ready since 3/24.  Many have already e-filed.  If you are using the desktop version you need to update.

[pmelillo148]

I did update and it is still not letting me file. says its still not ready.

[JamesG1]

IRS Form 8915F information can be entered at the screen Did you take a 2020 Qualified Disaster Distribution?

I do not know what kind of distribution you are reporting.

However, I was able to report Qualified 2020 Disaster Distributions From Retirement Plans (Other than IRAs) in Part II from the 2020 8915-E.

• Go to Personal / Personal Income / I'll choose what I work on / IRA, 401(k), Pension Plan Withdrawals (1099-R).
• Click Start / Update to the right.
• At the screen Did you receive any 1099-R forms? select No.
• At the screen Did you take any disaster distributions in prior years or repay any prior years disaster distribution in 2021?, Click Yes.
• At the screen Did you take a 2020 Qualified Disaster Distribution?, enter 8915F and 8915E information.

I was able to generate an IRS Form 8915-F Qualified Disaster Retirement Plan Distributions and Repayments and report distributions other than IRA's in Part II.

• I did not repay any 2020 Qualified Disaster Distribution in 2021.
• I did not report a disaster distribution in 2017, 2018 or 2019.
• I reported No for the second question Did you take a disaster distribution at any time between 2018 and 2020? after the section Wages & Income and before the section Deductions & Credits.

The intent is for you to see the 1/3 spread over the three years:

• Included on the 2021 Federal 1040 tax return line 5b,
• Not included on the 2021 Federal 1040 tax return line 5a, and
• In Part II of Form 8915-F on lines 12, 13 and 15.

[Lezlim]

This worked!