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

[sewell907]

Submitted my taxes last night after finally getting to first hand deal with an expert. I was trying to enter my 1099 for some reason from 2020. DO NOT do that. You do not enter a previous year 1099 you do use that section of filing tho and just answer the questions. You should have filled an 8915 for last year. The questions will prompt you to enter the 8915 information. It was actually very simple after the expert helped explain everything. I filed and it got accepted already should see my payment in the next 6-7 days hopefully. 

[Bchromey]

I put no to, did I receive a 1099R in 2021, everything looks right on the form now except for it wanting a FEMA # during the final check.

[Ricottilli]

It allowed me to get past this point by just double space.  Put curser in the highlighted box on the form don’t use box above the form.

[DoninGA]

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@Bchromey wrote:

I put no to, did I receive a 1099R in 2021, everything looks right on the form now except for it wanting a FEMA # during the final check.

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Enter anything for the FEMA number.  There is not a FEMA number for the Coronavirus and it will not have an effect on your tax return.

[flora54]

I did not get mine today and I updated,

[DoninGA]

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@flora54 wrote:

I did not get mine today and I updated,

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

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

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

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

[Ducky1]

from fema gov

Illinois Covid-19 Pandemic (DR-4489-IL)

Incident Period: January 20, 2020 and continuing

Major Disaster Declaration declared on March 26, 2020

Illinois Covid-19 (EM-3435-IL)

Incident Period: January 20, 2020 and continuing

Emergency Declaration declared on March 13, 2020

[Taxman28]

The "Did You repay any 2020...in2021" box for repayment to a traditional IRA... does not change my refund amounts if I change the value.  Please have someone look into this.

[Jenandkyle2020]

@Taxman28 
No one here can look into this it’s a TT consumer forum. You can try the 800 number or upgrade to premier I think. 

[genericusername1]

What about the section that asks you to fill in the information from the 2020 For 8915E, Line 4, Column b?

While filling in the answers on TurboTax online, you can check a box indicating this was a Coronavirus related distribution, but when you input the info from prior year return as mentioned above, it triggers the review segment later on forcing the input of a FEMA disaster name.

Are we not supposed to enter the amount from the 2020 For 8915E, Line 4, Column b if it's a CARES act distribution, if so, shouldn't that be better clarified?

Ex: If you took a $90,000.00 distribution, with no repayments. Paid taxes on $30,000.00 in 2020, then based on the input section on Turbotax Online would be 

2020 For 8915E, Line 4, Column b: $90,000.00

Line 9: $30,000.00

Line 10:

Line 9: $30,000.00

Or does it not impact the actual document that's filed with the IRS one way or another?

[JohnDoe18]

I think if you enter the total amount in Line 4 like you said it’s going to trigger a FEMA name and number and making you enter something. So I think I looked at the 8915-F form when I got that alert and I thought there was something that said only to enter the full amount in Line 4 if it’s anything “other” than the Cares Act COVID withdrawal. I like it blank on my form and the alert went away. I didn’t file yet because I wanted to confirm before I do so. 

[genericusername1]

Yeah, it doesn't impact the taxes due it seems, and they're calculated accurately, but I wouldn't want any issues next year in case this is a matter of poor implementation or instructions on the part of TurboTax, and of course I can't actually see the return until it's paid for, which I don't want to do unless the filed documents are accurate.

[cjob]

@genericusername1 

Agree, it appears to be a glitch.  Just put a space bar where it asks for disaster name.  

[mc106]

I tried to file it in that manner and now get stopped with an error for the start date and end date of the FEMA event.   Everything looks fine but it wont let me e-file with the info blank.  According to TT if i cant fix the issue my only option is to file by mail.   I just want to file and move on with my life.  Get it together Turbo Tax!

[DoninGA]

@mc106 

Enter any date in those blocks.  That is the Form 8915-E which was only used for tax year 2020.  It will not be included with nor filed with your 2021 tax return.