8915-f

[Cdickey6]

I’m on my last and 3rd time for the corona virus emergency fund I pulled from my retirement. Why can’t I file my taxes? I got a email from 8915f-t was available today but I still can’t find 8915f to finish my taxes??? Anyone else struggling?

[DanaB27]

Please review the steps below to report the 3rd portion of the Covid distribution. If you use TurboTax Download please make sure it is updated.

1. Click on the "Search" on the top and type “1099-R”  
2. Click on “Jump to 1099-R” 
3. 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)
4. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
5. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
6. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

Please preview Form 8915-F and make sure there isn't an entry on line C.

If you do have an entry then please follow these instructions to delete it:

1. Click on the "Search" on the top and type “1099-R”  
2. Click on “Jump to 1099-R” 
3. 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)
4. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
5. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
6. Uncheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and click continue
7. On the "Which disaster affected you in 2020?" screen I selected the blank entry and click "back" 
8. Then recheck the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and continue.

[Cdickey6]

Where do I find the form from 2021 8915-f??

so I can put that information in 

[RobertB4444]

The 2021 form was 8915-E.  It would be in your 2021 tax return.  If you filed with TurboTax you can see a copy of last year's return in your account.  

@Cdickey6 

[Cdickey6]

So where do I find this years from? 2022

[Cdickey6]

I do not have 8915-f on my 2021 taxes and I filled though turbo tax. This is my last year paying taxes on  2020 disaster return. I’m stuck cause I don’t know what to do. 

[DanaB27]

If you didn't have the 2021 Form 8915-F on your 2021 tax return then you will have to amend your 20221 tax return to add it:

1. Click "Federal Taxes" on the top and select "Wages & Income"
2. Click "I'll choose what to work on"
3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)" 
4. Answer "No" to the question "Did You Have Any of These Types of Income?" if you didn't have a Form 1099-R for 2021 (If you have a Form 1099-R then enter all 1099-Rs and after entering your last 1099-R click "Continue" on the “Your 1099-R Entries​​​​​​​” screen)
5. Answer "Yes" to the "Did you take a disaster distribution in prior years or repay…" screen
6. Answer "Yes" on the "Did you take a 2020 Qualified Disaster Distribution" screen
7.  Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here" and enter your information.

Please sure you enter the amount from Form 8915-E, line 9 twice (if it was not from an IRA) or enter the amount from Form 8915-E, line 17 twice (if it was from an IRA). This amount should be 1/3 of your 2020 COVID distribution.

Once you have done this then you can enter the information in your 2022 tax return:

1. Login to your TurboTax Account 
2. Click on the "Search" on the top and type “1099-R”  
3. Click on “Jump to 1099-R” 
4. 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)
5. Answer "Yes" to the "Have you ever taken a disaster distribution before 2022?" screen
6. Answer "Yes" to "Did you take a 2020 Qualified Disaster Distribution?"
7. Check the box next to "If this was a Coronavirus-related distribution reported in 2020 check here", enter your information from your 2021 Form 9815-F, and then continue.

@Cdickey6