When will form 8915-E be update and available for 2021 tax year?

[DoninGA]

@crfj1976 The Form 8915-E was only for tax year 2020 and not for any other tax year.  Form 8915-F will be used in tax year 2021 and future tax years.

You will report this in the Retirement Plans and Social Security section under Wages & Income.  However, the Form 8915-F and instructions has only just been released by the IRS on 02/03/2022.  Until TurboTax receives the schema for the 8915-F from the IRS it will not be included in the TurboTax program.  This process can take awhile after IRS release.  So the questions are not being asked in the section for the Form 1099-R until the form is available. 

[Mbundick]

The 8915 F has now gone final on the IRS web site.   When Will TurboTax have this programmed?

[jashreed]

The answer I got today was 
first the “expert” didn’t even know that it was available yet 

second that he told me that it would take them a couple days after it was released and 

third once I told him it was available last week he told me to give them more time 

[friesner69]

I checked last years form and it was released around Feb 26, 2021.  So I expect it to be released around the same time in 2022.

[Critter-3]

My professional program just released the 8915-F yesterday so TT will be coming sometime soon. 

[beeker4747]

From the draft 8915-F instructions, with my bold/underline  for emphasis.  Distribution is already reported on 2020 taxes, but income from 2nd and 3rd division will be on 2021 and 2022 taxes. And yes, consensus in this thread is we have to wait, and there are two camps: wait will be short and wait will be long.  

"Purpose of Form
Use Form 8915-F to report:
• Qualified 2020 disaster distributions made
in 2021 (coronavirus-related distributions
can't be made after December 30, 2020);
• Repayments of qualified 2020 disaster
distributions;
• Income in 2021 and later years from
qualified 2020 and later disaster
distributions; and
• Qualified distributions received on
January 1, 2021, for the W"

[missyroberts1123]

If it is still in draft form, then why can I print the form 8915-F from the IRS.gov website?
https://www.irs.gov/pub/irs-pdf/f8915f.pdf

[DavidD66]

Form 8915-F is no longer in draft status. It was approved and made available by the IRS on February 2.  There is an IRS approval process for adding new forms to tax preparation software - it doesn't happen the same day a form is made available by the IRS.  Form 8915-F should be available in TurboTax shortly.

[Vil86]

I haven't received 2021 1099-R from Fidelity. Am I supposed to use the 2020 1099-R because I spread the early withdrawal over 3 years due to COVID?

[DoninGA]

---

@Vil86 wrote:

I haven't received 2021 1099-R from Fidelity. Am I supposed to use the 2020 1099-R because I spread the early withdrawal over 3 years due to COVID?

---

No, you do Not enter your 2020 Form 1099-R in the TurboTax section for reporting a 1099-R.  

To report the three year distribution of the withdrawal made in 2020 there is a new Form 8915-F for reporting the distribution.  This 8915-F is not yet available in the TurboTax program.

[Robertsjut]

Will Turbo Tax prompt you for the form? 

[kmcmillan]

TT doesn't have the form in their software yet and they are saying it won't be available on the TT website until 3/31. The IRS released the final draft on 2/2/22 and many other tax companies have it available for you to get your taxes done. If you want to wait for TurboTax then you won't be able to get them done (if you need this specific form) until March 31st

[Critter-3]

When that section of the 1099-R input is functional you will be able to answer the appropriate questions ... this is all you get right now ...  

[cp666]

@kmcmillan I do not want to wait until 03/31. Do you know which preparers have the form? H&R Block?

[kmcmillan]

@cp666 Several people have said that H&R does have it. I used FreeTaxUSA and they had it also. I was pleased with their system and it's ease and cost. Once my taxes were approved by the IRS after filing, I stopped looking for who else had this specific form available.