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

[Pabraham]

NO it ask if the box is checked and if it is you put 0 and if its not then you put the 1/3 amount that is on the bottom line of 9..... Do not enter it 2 times. 

[nettmann]

It appear with certainty HR&Block Will Not include form 8915-F to its public software for the 2021 Tax year like TurboTax did a few days ago...! That is a dagger in the back for its affected customers, forcing them to file with mail or pay a premium at their office locations... If Block doesn't care about their customers why should customers keep purchasing their software every year...?! I personally will be doing my taxes this year elsewhere and I encourage the affected Block customers do the same...! TurboTax would be a good choice...!

[mc106]

Thank you, ultimately, i added the date of distribution for both dates and put NONE in the FEMA name field.  This allowed me to E-File so i guess we'll see how it works out.  Very disappointed with the experience.  Will not be using Turbo Tax in the future.  

[Yaibal]

I elected to spread my cares act federal taxes over 3 years back when I did my 2020 return. Now, doing my 2021 return, I’d prefer to pay the remaining 2/3 this year and not deal with it next year. Filling this form out the only option I’m given is to pay 1/3 this year leaving 1/3 again for next year. 

is there a way to do this?

[cjob]

@Yaibal 

Overpay your taxes this year and carry the overpayment to next year's return.    Will still have to file the form next year but won't have to make a payment for it. 

[golferandwife]

I followed the steps skipping 1099R, answering the questions about the cares distribution and inputting the 2020 info from the 8915-E for lines 4 and 17, and the 1/3 amount did not show up on the 1040 on line 4b.  The 8915-F was also not included in the return.  I made the mistake of submitting my return before checking this.  Trying to figure out why it's not populating.

[player1]

@JohnDoe18 This was my experience as well. There was no FEMA number for COVID-19 and the IRS instructions explicitly say to leave it blank. If you are getting this prompt, the software thinks you’re filing for a disaster other than, or in addition to, coronavirus. Also the amount on your 2020 8915-E should be the 1/3 amount to be taxed in 2021 & 2022. Don’t divide this number by 3 again. 

This is not tax advice, just my experience with the Windows desktop software

[TravisTractor]

For those struggling to complete form 8915-f follow these instructions. 
1. form 8915-f does not need to be entered as a 1099-R. Because the COVID Cares Act happened in 2020 you don’t enter the old 1099R. 
2. There is a question in the retirement income that asks if you received any distribution in the prior year. That’s where you select YES and enter the information from last year as instructed by the program. Make sure you have your 2020 return handy either in pdf or the 2020 turbo tax software opened. The program may give you an error saying that you need to give a name to the disaster even though it’s not required. I typed COVID to get it through and the IRS accepted it.  

[JRmamacat]

The last date of March 24th, came and went without a whisper from TT.  I had to call to get a new date to look forward to and this is NOW 3/31/2022.  I don't think any of the things that people are trying as a work around are going to promote an expedient refund.  They might get to Efile but the return will likely be delayed because of using the wrong form. I know H&R didn't have it ready on the 24th either.

Can you imagine the backlog at the IRS for the 2021 tax year, seeing how bad it was for 2020?

They might appreciate the people that do EXTENSIONS, helping to slow the curve.

[golferandwife]

The form is there as of 3/25 and it does work if you do it correctly.  Fed has accepted mine.

[JRmamacat]

Where in the Turbo Tax desktop software are you claiming that you found the form? Because it's not there and my software says that it's up to date. Did you use the online version?

Form 8915-F is the only correct form for this situation. I have been doing taxes for a long time and this one was complicated for the IRS to finalize and seems to be even more difficult to translate in the tax program.

[golferandwife]

In the section where you enter 1099Rs, it will ask you if you took a disaster distribution and then if it was for covid. If you say yes it will open boxes for you to enter the amounts from 2020. After entering how much was distributed and the 1/3 that was taxed, it creates the 8915F for you with this year's taxable amount and also puts that amount on your 1040 on line 4 or 5b, depending on the type of account you took the distribution from.  You can check that it was created using the forms icon in the upper right corner.

[vaderss]

For me, TT is saying that I owe 2/3rds this year rather than just 1/3rd this year.  

I'm hoping the 3/31 update mentioned earlier in this thread fixes that.

[Jedi4380]

I actually chatted with a TurboTax agent the other day - they told me that the update on 3/31 would not include 8915-F but only the older versions of the form - 8915-B, C, and D. I was questioning my calculations but it turned out (after further review on my own), that they were right (my child tax credit was reduced due to the distribution and in NYS my max amount to itemize was reduced - all correct just frustrating). But that being said, who knows if they'll update 8915-F again or not but I was able to file accurately over the weekend and the IRS & NYS have already accepted my returns. 

[JamesG1]

IRS Form 8915-F information can be entered at the screen Did you take a Qualified Disaster Distribution?  I was able to report Qualified 2020 Disaster Distributions from Part II and Part III from the 2020 8915-E by following these steps.

• Go to Federal / Wages & Income / Retirement Plans and Social Security / I'll choose what I work on / IRA, 401(k), Pension Plan Withdrawals (1099-R).
• Click Start / Revisit to the right.
• At the screen Did you receive any 1099-R forms? select No.
• At the screen Have you ever taken a disaster distribution before 2021?, Click Yes.
• At the screen Did you take a 2020 Qualified Disaster Distribution?, enter 8915F and 8915E information.

I also reported that:

• I did not repay any 2020 Qualified Disaster Distribution in 2021.
• I did not report a disaster distribution in 2017, 2018 or 2019.

You may view Form 8915-F at Tax Tools / Print Center / Print, save or preview this year's return / Include government and TurboTax worksheets.

Form 8915-F Part II distributions may be found on line 5b of the 2021 Federal 1040 tax return.  The distribution is not reflected in box 5a.

See entries for Part II of Form 8915-F on lines 12, 13 and 15.

Form 8915-F Part III distributions may be found on line 4b of the 2021 Federal 1040 tax return.  The distribution is not reflected in box 4a.

See entries for Part III of Form 8915-F on lines 23, 24 and 26.

@vaderss