Form 8915 is used to report a disaster-related retirement distribution, and any repayments of those funds. For tax years 2021 and 2022, **Form 8915-F **replaces **Form 8915-E**, which was the form used to report 2020 COVID-related qualified disaster distributions. (**How do I know if I qualify?**)

**Note**: If you took a 2020 COVID distribution—and didn’t elect to pay tax on the entire amount—your 2022 tax return will include Form 8915-F, which reported the taxable amount for 2021 (one-third of the total amount of the 2020 distribution) and the amount to be carried forward to 2022 (also one-third of the total amount).

For instructions on how to enter your 2020 COVID-related retirement distribution, select the type of distribution you chose and follow the steps:

#### How to enter info if you took a distribution from a retirement plan other than an IRA

If you took a distribution from **a retirement plan (other than an IRA)**, follow these instructions:

**Note:** If your TurboTax navigation looks different from what’s described here, **learn more.**

- Sign in to your TurboTax account.
- Open or download your
** 2020 tax return** PDF (you’ll need this open for reference). - Go to the
**8915-E** section on your 2020 return. **Note**: If you’re having difficulty finding 8915-E, open your 2020 tax return PDF, hold down the **Ctrl** +** F** keys, and type *8915 *in the search bar.

- Then, select
**Federal** from the TurboTax menu. - Select
**Wages & Income**. - Locate the
*Retirement Plans and Social Security* section and select **Show more**. - Select
**Start** or **Revisit** next to *IRA, 401(k), Pension Plan Withdrawals (1099-R)*. - Choose the appropriate answer to
*Did you get a 1099-R in 2022?. *- If you received a 1099-R for 2022, enter the form if you haven’t already done so.
- Select
**Continue**.

- Answer
**Yes** to *Have you ever taken a disaster distribution before 2022?*. - Select
**Continue**. - Answer
**Yes** to *Did you take a 2020 Qualified Disaster Distribution?*. - Select the box next to
* If this was a Coronavirus-related distribution reported in 2020* *check box*. - Enter the amount from your Form 8915-E,
**line 4**, **column b**, and select **Continue**. - Select to complete
** Qualified 2020 Disaster Distribution From Retirement Plans** **(other than IRAs)**. - Go back to the
**8915-E** section in your 2020 return.**Note**: Form 8915-F *won’t* generate because it’s *not* required. You only need the 2020 8915-E info for your 2022 tax return.

- Review
**Part II** of your 2020 8915-E form. - See if the box on
**line 9** is checked. - If this box
** is checked**, enter** 0 **in the** first box** under the section in TurboTax.

- If this box
**isn’t checked**, enter the amount from **line 9** in the **first box** under the section in TurboTax.

- Enter the amount from your 2020 Form
**8915-E, line 10** into the **second box** under the section in TurboTax. - If the box is blank on your 8915-E, leave the line
**blank** in TurboTax.

- Enter the amount from your 2020 Form 8915-E,
**line 9** into the **third box** under the section in TurboTax. **Note**: If the checkbox on **line 9 **on Form 8915-E *isn't checked*, **box 1** and **box 3** in **TurboTax** will show the same amount.

- Enter any repayments you made on the following page.
- Select
**Continue**. - If you only took a distribution in 2020, answer
**No, I didn’t **to the question, *Did you take a disaster distribution in 2017, 2018, or 2019?*. - Select
**Continue** to finish the section.**Note**: If you receive an error message requesting a disaster name or type, enter *Virus SARS-CoV-2* or *Coronavirus Disease 2019* to clear the error.

#### How to enter info if you took a distribution from a traditional, SEP, SIMPLE, or Roth IRA

If you took a distribution from **a traditional, SEP, SIMPLE or Roth IRA retirement plan**, follow these instructions:

**Note:** If your TurboTax navigation looks different from what’s described here, **learn more.**

- Sign in to your TurboTax account.
- Open or download your
** 2020 tax return** PDF (you’ll need this open for reference). - Go to the
**8915-E** section on your 2020 return. - Note: If you’re having difficulty finding 8915-E, open your 2020 tax return PDF, hold down the
**Ctrl **+** F** keys, and type *8915 *in the search bar.

- Then, select
**Federal** from the TurboTax menu. - Select
**Wages & Income**. - Locate the
*Retirement Plans and Social Security* section and select **Show more**. - Select
**Start** or **Revisit** next to *IRA, 401(k), Pension Plan Withdrawals (1099-R)*. - Choose the appropriate answer to
*Did you get a 1099-R in 2022?. *- If you received a 1099-R for 2022, enter the form if you haven’t already done so.
- Select
**Continue**.

** **Answer **Yes** to *Have you ever taken a disaster distribution before 2022?*. - Select
**Continue**. - Answer
**Yes** to *Did you take a 2020 Qualified Disaster Distribution?*. - Select the box next to
* If this was a Coronavirus-related distribution reported in 2020* *check box*. - Enter the amount from your Form 8915-E,
**line 4**, **column b** and select **Continue. ** - Select to complete
**Qualified 2020 Disaster Distribution (from Traditional, SEP, SIMPLE, and Roth IRAs)**. - Go back to the
**8915-E** section in your 2020 return. **Note**: Form 8915-F *won’t* generate because it’s *not* required. You only need the 2020 8915-E info for your 2022 tax return.

- Review
**Part III **of your 2020 8915-E form. - Review the section on the form to see if the box on
**line 17 **is checked. - If this box
** is checked, **enter** 0** in the **first box** under the section in TurboTax. - If this box
**isn’t checked**, enter the** **amount from **line 17** in the **first box **under the section in TurboTax.

- Enter the amount from your 2020 Form 8915-E,
**line 18** into the **second box** under the section in TurboTax. - If the box is blank on your 8915-E, leave the line
**blank **in TurboTax.

- Enter the amount from your 2020 Form 8915-E,
**line 17 **into the **third box **under the section in TurboTax. **Note**: If the checkbox on **line 17** on Form 8915-E* isn’t checked*, **box 1** and **box 3** in **TurboTax** will show the same amount.

- Enter any repayments you made on the following page.
- Select
**Continue**. - If you only took a distribution in 2020, answer
**No, I didn’t **to the question, *Did you take a disaster distribution in 2017, 2018, or 2019?. * - Select
**Continue** to finish the section.**Note**: If you receive an error message requesting a disaster name or type, enter *Virus SARS-CoV-2* or *Coronavirus Disease 2019* to clear the error.