When will irs form 8915E be available?

Forum|Forum|5 years ago
January 14, 2021
2 replies
16 views

form 8915E

TurboTax Deluxe Online

DoninGA

Level 15

The IRS has not yet finalized the form nor have they indicated when it will be available for filing with the 2020 federal tax return.

Estimate it should be available sometime in February.

vanessat8

Level 2

I split my Covid 401K withdrawal to declared in 3 years, this is my second year, when 8915E will be available in turbo tax?

DoninGA

Level 15

@vanessat8 wrote:

I split my Covid 401K withdrawal to declared in 3 years, this is my second year, when 8915E will be available in turbo tax?

Form 8915-E was only used for a 2020 tax return.

To report the payment for tax year 2021 you will need the new IRS form 8915-F. The IRS has not yet released the final version of this form or the instructions. It may not be available until mid-March 2022. Once it becomes finalized by the IRS then TurboTax will include the form in the TurboTax software in the section for reporting a Form 1099-R.

See this TurboTax support FAQ for the Form 8915-F - https://ttlc.intuit.com/community/retirement-tax-credits-and-deductions/help/what-is-form-8915-e-qualified-2020-disaster-retirement-plan-distributions-and-repayments/00/1879654