Form 8915-F is available from the IRS but It is not available in turbo tax online. Why and when will it be available?

[jimsoltonner]

It's in the Federal update today - I was able to file today, finally!

[david4002]

Its not, shame on Turbotax.  If not available by next Thursday, I'm filing HR Block.

[DoninGA]

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@david4002 wrote:

Its not, shame on Turbotax.  If not available by next Thursday, I'm filing HR Block.

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The Form 8915-F was included in the TurboTax online editions in the early evening of 03/23

The Form 8915-F was included as a software update for All the TurboTax desktop editions on 03/24

If you are using the desktop editions, update your software.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.

If you had a Covid-19 related distribution in 2020 and selected to spread the distribution over 3 years -

Answer No when asked if you received a Form 1099-R in 2021, if you did not receive the form

Answer Yes when asked if you took a disaster distribution

Answer Yes when asked if you took a Qualified 2020 Disaster Distribution

Check the box that this was a Coronavirus-related distribution reported in 2020

In the box 2020 Form 8915-E, line 4, column b - Enter a 0

If the 2020 distribution was from an account that was Not an IRA

2020 Form 8915E Line 9 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9

If the 2020 distribution was from an IRA account

2020 Form 8915E Line 17 -  Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17

Do not enter anything in the other boxes, leave them blank (empty)

The 1/3 of the amount from the 2020 distribution will be entered on the 2021 Form 1040 Line 4b if from an IRA or on Line 5b if from a retirement plan other than an IRA

You can view your Form 1040 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Using the desktop editions click on Forms.  Open the Form 1040

[jimsoltonner]

David  - it's there in the latest update.  Interestingly, H&R Block has decided to not make it available at all in their desktop versions for 2021 requiring that if needed the tax filer has to go into one of their offices to file.

[jimsoltonner]

I wish I'd read your reply before I stumbled through everything yesterday - I figured it out but it wasn't very intuitive or user friendly.  Thanks for you post and information. 

[david4002]

Nowhere does it ask me about the 8915f.  This is year two of my three year tax payment. That question does not appear and there is no form under early withdrawal. The 1099-R does not show anything either.  I am using the online program.  Please advise.

[DoninGA]

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@david4002 wrote:

Nowhere does it ask me about the 8915f.  This is year two of my three year tax payment. That question does not appear and there is no form under early withdrawal. The 1099-R does not show anything either.  I am using the online program.  Please advise.

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You will not be asked specifically about the Form 8915-F.  You only need to enter the information requested if you selected to have the 2020 distribution spread over three years.

Go to the Retirement Income section for a Form 1099-R.

Answer No when asked if you received a Form 1099-R in 2021, if you did not receive the form

Answer Yes when asked if you took a disaster distribution

Answer Yes when asked if you took a Qualified 2020 Disaster Distribution

Check the box that this was a Coronavirus-related distribution reported in 2020

In the box 2020 Form 8915-E, line 4, column b - Enter a 0

If the 2020 distribution was from an account that was Not an IRA

2020 Form 8915E Line 9 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9

If the 2020 distribution was from an IRA account

2020 Form 8915E Line 17 -  Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17

Do not enter anything in the other boxes, leave them blank (empty)

The 1/3 of the amount from the 2020 distribution will be entered on the 2021 Form 1040 Line 4b if from an IRA or on Line 5b if from a retirement plan other than an IRA

You can view your Form 1040 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

[david4002]

I did...When I press enter 1099R, "Add 1099R" it wants you to put an institution...I choose enter it manually, then it sends me to a blank form. Nowhere does it ask me or say anything about economic disaster.

[jimsoltonner]

I'm sorry but I am not familiar with the online version - I am using the desktop version and after yesterday's update, during the interview regarding income from retirement programs, the interview asked me if I took a coronavirus related disaster withdrawal in 2020 to which I answered yes then it moved to questions that allowed me to complete the form 8915-F.  For the "how to" flow chart in the software the other post by DoninGA in this thread from this morning did an excellent job detailing how to get to it - I clunked through it on my own yesterday and figured it out.  

I am in the exact same situation as you in the second year of the three year distribution and this worked. Don't waste your time with the TaxCut software they have decided NOT to include the 8915-F for 2021. Again, I can't speak to the Turbotax online version. 

[DoninGA]

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@david4002 wrote:

I did...When I press enter 1099R, "Add 1099R" it wants you to put an institution...I choose enter it manually, then it sends me to a blank form. Nowhere does it ask me or say anything about economic disaster.

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Did you receive a Form 1099-R for tax year 2021?  If not, then when asked if you have a 2021 Form 1099-R you should answer NO.

[david4002]

No, we entered the 1099-R in 2020 for the distribution and chose three years.  Now the 2021 online version does not allow me to answer a question yes or no...It just wants me to add a new 1099-R which I do not have.

The for 8915F is not even in the Tools menu, so the form is not even available in the online format. I am not re-entering the entire tax return in a walmart desktop version I have to pay for...Where outside of Turbotax should I file?  Turbotax is an online failure.

[DoninGA]

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@david4002 wrote:

No, we entered the 1099-R in 2020 for the distribution and chose three years.  Now the 2021 online version does not allow me to answer a question yes or no...It just wants me to add a new 1099-R which I do not have.

The for 8915F is not even in the Tools menu, so the form is not even available in the online format. I am not re-entering the entire tax return in a walmart desktop version I have to pay for...Where outside of Turbotax should I file?  Turbotax is an online failure.

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This can all be corrected without you needing to re-enter or clear your tax return.

If you started a Form 1099-R, it can be deleted.

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

Once the form 1099-R has been deleted then go back to the Retirement Income section for a Form 1099-R.

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2021? Click on NO

Answer Yes when asked Have you ever taken a disaster distribution before 2021?

Answer Yes when asked if you took a Qualified 2020 Disaster Distribution

Check the box that this was a Coronavirus-related distribution reported in 2020

In the box 2020 Form 8915-E, line 4, column b - Enter a 0

If the 2020 distribution was from an account that was Not an IRA

2020 Form 8915E Line 9 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9

If the 2020 distribution was from an IRA account

2020 Form 8915E Line 17 -  Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17

Do not enter anything in the other boxes, leave them blank (empty)

The 1/3 of the amount from the 2020 distribution will be entered on the 2021 Form 1040 Line 4b if from an IRA or on Line 5b if from a retirement plan other than an IRA

You can view your Form 1040 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

[david4002]

You are cutting and pasting desktop turbotax info.  There is no 1099-R to delete, I backed out.  It does not allow me to revisit or add anything in there.  There is no tools tab, but a link to topic search that makes no sense.

[jimsoltonner]

The TurboTax website indicates that the 8915-F is available for both the online and desktop versions: 

https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotax_fed_online_individual.html

DoninGA flow chart appears to be accurate for both versions.  You may need to open a chat with the tech support team to walk you through it.  It should work.  

[DoninGA]

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@david4002 wrote:

You are cutting and pasting desktop turbotax info.  There is no 1099-R to delete, I backed out.  It does not allow me to revisit or add anything in there.  There is no tools tab, but a link to topic search that makes no sense.

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If you do not have a Form 1099-R to delete then when you start in the 1099-R section and are asked if you have a 2021 Form 1099-R then just answer NO and continue.

Those are my instructions and not a cut and paste.  They were originally for the online editions but can be used in either the online or desktop programs.