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

[mirandak1814]

If covid relief was taken in 2020 and you continued contributing to your 401k all of 2021 - is this considered repayment? Or at least partial repayment? Or is that done in another way?

[DoninGA]

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@mirandak1814 wrote:

If covid relief was taken in 2020 and you continued contributing to your 401k all of 2021 - is this considered repayment? Or at least partial repayment? Or is that done in another way?

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Let me ask an expert - @dmertz would deferrals to a 401(k) account in 2021 be considered repayments to the 2020 Coronavirus-related distribution?

[dmertz]

No.  A repayment of a CRD is essentially a transfer or rollover with an extended deadline.  New deferrals are not transfers or rollovers.

[frankheTB]

Hi CarissaM,

I have updated the my desktop software today. So it is the latest one.

Since you are the employee of the TurboTax Specialist, I wondering if you can give us a more like official response regarding the 8915-F issues ( related to 2020 covid disaster three years payment).  The issue is regarding the final smart check that requires to enter the disaster name that is not exist or shall not enter per IRA instruction. Some people on this site found that if leaving the 8915E line 4b blank when asked or enter a space or something to the name will fix the issue and then the software will let you continue and file the tax return. People indicated that their returns have been accepted by IRS. 

my question is that if we left 8915E line 4b blank/or enter "0", when asked to enter the number from 2020 8915E, then we did not follow TurboTax's instruction. Or when we enter the no exist name ( space or what ever) when asking for a disaster name, then we did not follow IRS's instruction.

Even IRS has accepted many people's return, I still wonder if this is the correct way to do it, or TurboTax needs to give us an official response on what is the right to do it.

I will really appreciate any help you can give us to clarify this.

[H4RRY]

I think I see the problem in your screenshot - the first line where you entered 100,000...

it says "do not include coronavirus related distributions" - so I think that line should probably be zero if the distribution total was 100,000 and you're paying tax on 33,333 this year.  At least that's what worked for me.

[Docmahoney1]

TurboTax indicated the Coronavirus 1099 Distribution Form 8915F would be available for online filing 3/31/22. It is not. I had signed up to be notified when it goes live. I've received no communication. The form is live on two other online tax services that I've researched. I too will be changing services after 10 years  with TurboTax if it is not available by this weekend. Very disappointed.

[DoninGA]

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@Docmahoney1 wrote:

TurboTax indicated the Coronavirus 1099 Distribution Form 8915F would be available for online filing 3/31/22. It is not. I had signed up to be notified when it goes live. I've received no communication. The form is live on two other online tax services that I've researched. I too will be changing services after 10 years  with TurboTax if it is not available by this weekend. Very disappointed.

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The Form 8915-F was included in the TurboTax online editions in the early evening of 03/23

The Form 8915-F was included as a software update for All the TurboTax desktop editions on 03/24

If you are using the desktop editions, update your software.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.

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

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

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)

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

NOTE - During Federal Review you may get a notice to check an entry.  Clicking Check Entries takes you to the Check This Entry screen showing a box for entering a FEMA Disaster name.  Put your cursor in the box (click in the box) and then click on the spacebar.  Click on Continue  On the following screen Run Smart Check Again click on Done.

The Form 8915-F you completed already has the box for the Coronavirus checked on Item D of the form.

As stated on the Form 8915-F -

If your disaster is the coronavirus, check this box ▶ Don’t list the coronavirus in item C.

[Candy1980]

Here it is 3/31 and no 8915f I. Turbotax premier.  When will it be there. I have waited months for it.

[Docmahoney1]

No, the website version does not provide a choice for Coronavirus distribution. I can actually see the form before submitting to file, bit the program doesn't allow me to check box D.

[DianeW777]

Follow the steps below and you should arrive at the question that will check the box. See the image below.

Review the steps and see the images below. The following steps should be used to enter your COVID qualifying distribution.  Do Not enter a FEMA code because this doesn't have one. You must have your Form 8915-E from your 2020 tax return.

1. Wages & Income > Retirement Plans and Social Security > 
2. IRA, 401(k), Pension Plan Withdrawals (1099-R) >  Start, Revisit or Update > Continue
3. Answer Yes  'Have you ever taken a disaster distribution before 2021?
4. Answer Yes, You had a 2020 Qualified Disaster Distribution
5. Complete the Information using your 2020 Tax return > Continue  (use either section but not both (Pension or IRA depending on your situation)
6. Enter any amount you may have  repaid in 2021, if applicable
7. Finish the entry for your spouse if applicable or just click Continue
8. Complete any additional retirement questions as you move through this section
9. Continue until you have finished and returned back to the Wages & Income Screen.
10. Do NOT stop and change sections without completing it.

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

Do not enter anything in the other boxes, leave them blank (empty).

@Docmahoney1

[DoninGA]

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@Docmahoney1 wrote:

No, the website version does not provide a choice for Coronavirus distribution. I can actually see the form before submitting to file, bit the program doesn't allow me to check box D.

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The program does allow you to check Item D on the Form 8915-F by clicking on the box for the statement in the Form 1099-R section of the program -

If this was a Coronavirus-related distribution reported in 2020 check here

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)

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

NOTE - During Federal Review you may get a notice to check an entry.  Clicking Check Entries takes you to the Check This Entry screen showing a box for entering a FEMA Disaster name.  Put your cursor in the box (click in the box) and then click on the spacebar.  Click on Continue  On the following screen Run Smart Check Again click on Done.

The Form 8915-F you completed already has the box for the Coronavirus checked on Item D of the form.

As stated on the Form 8915-F -

If your disaster is the coronavirus, check this box ▶ Don’t list the coronavirus in item C.

[golferandwife]

I'm using Premier and it's been available since 3/24.  Other people are using it successfully now, it's just not very intuitive, so look for other posts on the steps to follow to get it to work right for you.

[DoninGA]

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@Candy1980 wrote:

Here it is 3/31 and no 8915f I. Turbotax premier.  When will it be there. I have waited months for it.

---

The Form 8915-F was included in the TurboTax online editions in the early evening of 03/23

The Form 8915-F was included as a software update for All the TurboTax desktop editions on 03/24

If you are using the desktop editions, update your software.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.

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)

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

NOTE - During Federal Review you may get a notice to check an entry.  Clicking Check Entries takes you to the Check This Entry screen showing a box for entering a FEMA Disaster name.  Put your cursor in the box (click in the box) and then click on the spacebar.  Click on Continue  On the following screen Run Smart Check Again click on Done.

The Form 8915-F you completed already has the box for the Coronavirus checked on Item D of the form.

As stated on the Form 8915-F -

If your disaster is the coronavirus, check this box ▶ Don’t list the coronavirus in item C.

[JRmamacat]

The program required an update on 3/31/22, when searching for the form it didn't show, BUT however the process is there.

1) go to income section

2) select 1099-R, when it asks "DO YOU HAVE A 1099-R TO REPORT", SAY NO

3) It will then ask if you took a prior year disaster distribution, select YES

4) it will then give you the option to check the box for COVID-19 and fill in the appropriate boxes for the type of retirement plan distribution based on 2020 for any amounts (so you will need that prior year form to reference) it will also ask about prior years for other disaster withdraws going back to 2017. The dollar amount will not show in the immediate suction but will be in the summary and on the 1040 to make the proper calculation for tax liability. 

[kavid2]

THANK YOU FOR YOUR INFO. IT WORKED PERFECT !!!!!