When will the 2021 8915-f form be available on Turbo Tax to efile?

[Gtrib21]

So they released a buggy form?? Wow

[DONNIE67]

Really, if this is true, appears some people already filed!?

But I am able to see taxes due be reduced and I am able to follow the trail back to box #5b on the first page of my 1040, indicating "Taxable Amount"

[Worsham4943]

Do not submit your taxes! Just got off with the 800 number and the form is causing an error that they now don't expect to be fixed until 3/31. In fact, the form 8915-F is NOT being generated when sent to e-file to IRS.

[NE2KC]

Ridiculous.  I just filed, as the amount reduced as expected and I answered the questions asked about the 2020 withdrawal...  Hopefully the IRS will see the amounts are correct ??

[Michaelmunoz863]

Ugh, this is beyond annoying. It said ready to file and I paid the fee, then this disaster name crap pops up. Can't get a refund now. More waiting

[Jenandkyle2020]

This is crazy! Thanks to those who contacted TT and are letting us know. It is MUCH appreciated. 

[DoninGA]

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@Michaelmunoz863 wrote:

Ugh, this is beyond annoying. It said ready to file and I paid the fee, then this disaster name crap pops up. Can't get a refund now. More waiting

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You should not be entering a disaster name if you are only reporting 1/3 of your 2020 Covid-19 retirement account distribution.

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

2020 Form 8915E, 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

If the 2020 distribution was from an IRA account

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

[DONNIE67]

To be clear, someone here has actually spoken to TT and TT ABSOLUTELY/100% stated there is a problem and not to file?

Just want to hear someone say that because I have analyzed my return and the #'s add up.

-further my printed return has form 8915-F in it.

[Worsham4943]

Yes, I spoke with them an hour ago and was told to NOT e-file.  I did not ask about printing and mailing off.  I would guess that printing would be an option as it sounds like an IT issue they are having that is preventing the 8915-F from generating digitally.

[DONNIE67]

Not really following you on your instructions here and to clarify for tax year 2021 you are attaching form 8915-F to your tax return. 

-the $ amount that you will enter here is from form 8915-E which was attach to last years (2020) return: so consult your 8915-E

-this amount will then increase line #5b on your current (2022) 1040 tax return by the aforementioned amount.

-I just listed the name as CARES Act, so in any official proceeding it was marked appropriately.

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

2020 Form 8915E, 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

If the 2020 distribution was from an IRA account

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

[DONNIE67]

Wow that is crazy, thank you for confirming your conversation with them.

In a way it seems like you could still file and if you ever needed the 8915-F as supporting documentation you could always produce the printed version of it.

If the rest of your taxes are done accurately nothing to fear really.

[DONNIE67]

And I will add we all may want to print it, before the next update messes it all up!

[TravisTractor]

Can someone confirm that the online version is able to process the COVID form and that the desktop version needs an update?

[CHANCE2916]

For what it’s worth, I literally just spoke with a TT expert and they said the form is fine. I filled and the numbers looked correct. I’m no expert just repeating the conversation I had with TT 60 seconds ago.

[DoninGA]

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@TravisTractor wrote:

Can someone confirm that the online version is able to process the COVID form and that the desktop version needs an update?

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The TurboTax online editions have been updated to support Form 8915-F

The TurboTax desktop CD/Download editions have an update ready to be installed that includes the Form 8915-F.