Are you referring to Form 8915-F Qualified Disaster Retirement Plan Distributions and Retirements (Taxpayer) for 2021? Form 8915-E was for tax year 2020.
Form 8915-F is currently scheduled for release on March 24, 2022. You can monitor the status of the form in the below TurboTax help article. If the form becomes available sooner than the currently published date, the article will be updated to reflect the new availability date.
IRS forms availability table for TurboTax individual (personal) tax products
I Installed Turbo tax 2021. It says that I have all available updates. But won't let me e file until form 8915e-t is completed. When I get to the section to send return via e file, it says Eeady soon. So not sure what to do, or what is going on!!!
Cannot file without this form apparently. Your program holds me up at this phase. Not sure what to do.
Great news! The IRS created new Form 8915-F to replace Form 8915-E. This form will be used for anyone who chose to take a distribution from their retirement and spread the taxable amount over three years.
It was recently (approximately 10 days) taken out of draft and finalized. TurboTax has an available date of March 24, 2022. Continue to check the availability date by using the link provided.
When entering your 1099-R in TurboTax CD/Download, you’ll be asked Was this withdraw due to Covid-19? On the next screen, it should ask you Did you test positive for the coronavirus in 2020? However, some users are reporting they aren’t being asked that second question.
We’re working to resolve this issue. If you’d like to receive progress status updates, sign up here.
@longbow526-gmail
[Edited: 03/07/2022 | 10:06 PST]
To the TT rep, your website is where it says 8915E-T.....
Well?!!!!!!!!!!.......
There's no 8915F even posted or listed. Same BS!
We would like to take a deeper look at this. However, we need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:
TurboTax Desktop/Download Versions:
I need help with my taxes I didn't February 9th electronic I haven't received nothing yet my account what should I do or can you please help me
I am having the same issue and it is past the date they said it would be available. I want to file! This is beyond frustrating!
IRS Form 8915-F information can be entered at the screen Did you take a 2020 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.
I also reported that:
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.
@The_Grillfather
Why when entering the 8915E information it asks for a Fema disaster number can't get thur to file without that and it's not due to a fema disaster its the Corona issue
Hello why is it asking for a fema disaster number can't get through the tax return without it
@Peppapig1113 wrote:
Why when entering the 8915E information it asks for a Fema disaster number can't get thur to file without that and it's not due to a fema disaster its the Corona issue
There is a bug in the program and you should not be asked to complete the Form 8915-E for a FEMA number. To get by this just click on the spacebar or enter None for the FEMA number. If you are also asked for dates just enter any dates in 2021.
This will not affect your reporting of the 2nd year 1/3 of the 2020 Coronavirus-related distribution on your 2021 tax return.
ITS MARCH 30 STILL NOT RELEASED IRS RELASED ON mAR 4
WHY NOT YOU
@JOHNJK79 wrote:
ITS MARCH 30 STILL NOT RELEASED IRS RELASED ON mAR 4
WHY NOT YOU
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? NO
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 - 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 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)
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
Screenshots from the online editions -
And, if the distribution was for medical expenses not related to Covid? This issue is a hang up for everyone else. Very disappointed because my returns were rejected by the IRS and State, after waiting until the March 6 filing date, and now it seems that it will be extended once again. There is no option to skip the Covid question which is a hold up for anyone that had to take out money for another tough year.
Our illustrious government hard at work. 😠
The 8915-F now has a workaround available. Please see this post.