IRS Form 8915-F not being added to 2021 reported income

[chee58]

THAT clarified it!  Thank you!

[denotte1]

I finally solved my problem.  Unfortunately, I cannot tell you how.  I have spent three hours trying to get the correct 1/3 income from the "coronavirus disaster" and form 8915F entered into the 1040.   I kept playing with different scenarios.  Finally, I put in my husband's 1099R from last year, went thru the prompts, checked 8915F--of course it was wrong.  I deleted it and started again answering the questions.  Somehow it updated everything correctly--I'm amazed!  I manually printed the 8915F from the IRS, followed the prompts, and compared methods.  The 1/3 is added correctly in both the 8915F and on the 1040 in TurboTax, so now I can FINALLY submit my taxes!  Of course, I'm wondering just how long it's going to take now that it's the end of March.  I do know that this is the worse experience I've ever had with TurboTax, and I've used them for a decade now.  Horrible experience!

[brooke22]

This is a major problem this year with TT.  I have never been so frustrated with 8915 not being added to the tax return.  I entered everything they asked for under retirement distribution section but TT is not picking it up.  And I ended it filing the return.  Now I will have to file a amended return.  TT has still not fixed the **bleep** problem as I type this.  I called, a sweet lady tried to help me but to no avail.  Promised to escalate to an "expert" that will call me back.  Chirp chirp.  12 year customer, moving to some other tax software like taxcut or something if TT doesn't get this thing fixed before the 18th. 

[brooke22]

Does not work.  Useless post from an expert.

[DoninGA]

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@brooke22 wrote:

Does not work.  Useless post from an expert.

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You must go to the Retirement Income section of the program for a Form 1099-R to be able to enter your 2nd year of the 2020 distribution -

Click on Federal

Click on Wages & Income

Scroll down to Retirement Plans and Social Security

On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the Start or Revisit button

On the screen Did you get a 1099-R in 2021? Click on NO, if you did not receive a 2021 Form 1099-R in 2022

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 - Leave blank or enter a 0

This is not required on a Form 8915-F for a Coronavirus-related distribution

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

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

2020 Form 8915E, line 9, if you checked the box on that line, enter 0

2020 Form 8915E Line 9 

If the 2020 distribution was from an IRA account

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

2020 Form 8915E, line 17, if you checked the box on that line, enter 0

2020 Form 8915E Line 17 

Do not enter anything in the other boxes, leave them blank (empty) or enter a 0

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

After completing the Wages & Income section you will land on a screen Did you take a disaster distribution at any time between 2018 and 2020?

Answer NO since you have already completed the entering the 1/3 of the 2020 distribution.

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

You should not receive the "Needs Review" in the Federal Review section if -

You Leave blank or enter a 0 in the box for 2020 Form 8915-E, line 4, column b

[mr ed39]

have been unable to get information from form 8915F to line 4b on the 1040 form for over a week now.  none of the suggested answers will work and dead line is very near for filing.  and yes i've been through all the suggestions since March and they still don't work.

[fanfare]

@mr ed39 

The instructions are right above your comment,

dated ‎04-07-2022 9:25 AM

[mr ed39]

that did not work with form 8915f as all the entries are referenced to 8915E

[mr ed39]

woops that did not work as it should have been line 5b with form 8915f as all the entries are referenced to 8915E 

[mr ed39]

found the problem:  after checking the box for the covid19 disaster under the 2020 not ira put the 1/3 value into the first line if you didn't check the box on line 9 of 5915E for 2020 don't leave it blank.  I don't think the statement is a very clear as to what to do.

[Mary A]

thank you, this was helpful.  I got mine to work.

[marigail2009]

I am having same issue. My 2020 8915-E did not transfer over so my 2021 8915-f was wrong which i causing me problems now with my 2022 filing. It is saying I still owe even though this is my last payment it says I still owe one more. I spread it over 3 years, only showing for 2. I want to file my return for 2022 now so please HELP. How can I get this resolved since not my fault.

[JamesG1]

IRS form 8915-F Qualified Disaster Retirement Plan Distributions and Repayments allowed you to spread the payment of taxes for a retirement plan distribution over tax years 2020, 2021 and 2022.  

Are you expecting to use this form?  Forms availability says that the form will not be available until February 16.

@marigail2009