Are tax experts able to prepare form 8915-F

[Redwine3333]

I need help filing 8915-F for the covid distribution in 2020-2021

[JamesG1]

IRS form 8915-F is used to report a COVID-related retirement distribution and any repayments of those funds.  What questions do you have?

In the 2020 and 2021 tax returns, the form was available in the Federal 1040 tax return under Wages & Income and Retirement Plans and Social Security.

The COVID-related distribution exemption was only for distributions made prior to December 31, 2020.

You had two options to pay tax on the distributions you took due to COVID in 2020:

1. You chose to report the income over three years, starting with the year you received your distribution.
   • So, for example, if you withdrew $15,000 in 2020 because of COVID, you'd report $5,000 in income each year on your return for 2020, 2021, and 2022.
   • You would have selected this option when completing your 2020 tax return. The portion of the prior-year distribution to be taxed in 2022 will appear on Form 8915-F.
2. You included the entire distribution as your income in 2020 and were taxed on the entire distribution at that time.

See also this TurboTax Help.

[Redwine3333]

I filed my taxes with TurboTax in 2020 and I am in need of form 8915 F filled out. This late filing is due to forgotten income that was lefted put of my filing. Is TurboTax able to assist me with this form? Please do not reply about the form but answer the question. Please and thank you so kindly

[fanfare]

The form used for 2020 is 8915-E

TurboTax Online won't help you, since it only works on 2023 return at this time.

in 2021, IRS switched to 8915-F.

if you want an extra refund on a 2020 return, you must submit 2020 Form 1040-X by May 18th.

@Redwine3333 

[CatinaT1]

Yes. If you are filing an amended 2020 return, TurboTax can help you with this.

If you want to make changes or add a document to a tax return that has already been submitted, you should follow these guidelines. 

• You must first wait until the initial return is completely processed. 
• You will have to use the same TurboTax account that you used for the original tax return. 
• Once you begin your amendment, you'll see your original return.  
• The refund calculator will start new at $0 and only reflect the changes in the refund or tax due 
• Only make changes to the areas of your return that need amending. 
• You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment 

Select your product below and follow the instructions. 

Amend TurboTax Online 

Amend TurboTax CD/Download