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

[timt2]

Well its 4/17/2022 and I was planning on filing on 4/14/22 and I don't see anything in the Turbotax software to take care of the 2nd yr of this special tax case. It was there when i filed my 2020 taxes. Now what?

[Melissa4444]

It's on there it's 8915-F this year.

It's been there since the end of March

[DawnC]

All you need to do to get 1/3 of your 2020 distribution recorded is to search for 1099-R and use the Jump to 1099-R link.   You will either see:

• the summary screen - Click Done   OR
• did you receive a 1099-R in 2021?  Answer NO.

The next screen will ask if you took any disaster distributions anytime between 2018 and 2020 - answer YES and TurboTax will walk you through reporting the income applicable to 2021.   It will go on Form 8915-F.   The new form replaces Forms 8915A-E.

@timt2

[Don_Cope]

I just completed and filed a return for a family member last week. They had received a Covid Hardship withdrawal from a 401K plan in 2020 and spread the income and tax over three years. The TurboTax software and Form 8915-F worked perfectly. Just be careful answering the questions.

[Anniebgl]

This was confusing and didn't work for me. There is no link I can find to form 8915-F and I don't need to generate a 1099 R. Still a ridiculous fiasco and I will have to file a paper return and get caught in the IRS backlog before getting the large refund owed me.

[DoninGA]

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@Anniebgl wrote:

This was confusing and didn't work for me. There is no link I can find to form 8915-F and I don't need to generate a 1099 R. Still a ridiculous fiasco and I will have to file a paper return and get caught in the IRS backlog before getting the large refund owed me.

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Follow this procedure as written -

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