When will form 8915F2-S be ready

21 replies
129 views

I've been ready for file for almost a month now, but this form for Qualified Disaster Retirement Plan Distributions is not ready. The website has only been saying "ready soon".

TurboTax Deluxe Online

alvi0420Answer

Level 2

I am told it will be ready by 3/22 if not by that date then 3/29. Why is it taking so long?

DoninGA

Level 15

Did you have a withdrawal from a tax deferred retirement account in 2021, 2022 or 2023 due to a federally declared disaster?

If not, did you have withdrawal from a tax deferred retirement account in 2020 due to the Coronavirus? If so, did you pay back the distribution amount in 2020, 2021 and 2022?

Trying to find out if you even need the Form 8915-F2-S.

madseason26Author

Level 2

Hi! Yes, we did an early withdrawal from my husbands retirement account to make repairs to our house that was damaged from Hurricane Ian in 2022.

DoninGA

Level 15

@madseason26 wrote:

Hi! Yes, we did an early withdrawal from my husbands retirement account to make repairs to our house that was damaged from Hurricane Ian in 2022.

Thank you, that does help with why some folks are needing that particular form while others do not.

livekickin63

Level 2

I called into Turbotax last week and was told that I would be able to file with that form last night. But here I am this morning and getting the same message. Is there an update on readiness of that form and availability to file?

madseason26Author

Level 2

just checked this morning and mine still says not ready. Uggghh so frustrating!

alvi0420

Level 2

The lack of priority on this shows how bad turbotax has gotten. The issue hasn't been resolved, and the generic response is to check back next week.

The positive from this is that future clients will see this and hopefully not repeat my mistake of pre paying my taxes with turbotax. Shame on you Turbo Tax.