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March 26, 2022
Question

Form 8915T

  • March 26, 2022
  • 3 replies
  • 0 views

i need help with the 2021 8915. I took a qualified distribution in 2020 related to COVID19. one of the questions asked is what is the FEMA disaster number.

i don't understand why i need to enter this i wasn't asked it last year when i filed.

the amount i took was $45K in 2020 and i am choosing to spread over 3 years therefore $15K in 2020 and $15K in 2021 and $15k in 2022.

Am I doing something wrong?

the software asks me to check if this is a coronavirus disbribution - and i check yes.

then it asks me to go to my 2020 form 8915E line 4 col b and enter the number which $45K but because i enter the $45K  

3 replies

March 26, 2022

I need help with 2021 8915. I took qualified distribution in2020 related to COVID 19, one of the question asked is what is the FEMA disaster number.

I don't understand why I need to enter this I wasn't asked it last year when I filed. the amount I took was $15k and I choose to repay in 3 year 5,000in 2020 and $5K in 2021 and $5k in 2022. What am I doing wring.

March 26, 2022

When you are entering the information for a 2020 Retirement Distribution related to Covid and took the option to repay over three years, you need to make sure you indicate that it was a distribution before 2021.  The only time you should see the question about a FEMA number is if you indicated it is a 2021 disaster distribution.  

 

The best way to correct this is to Delete the Form 8915 (How do I view and delete forms in TurboTax Online?)

 

Then go back to the 1099-R entries.  Make sure you enter the "Have you ever taken a disaster distribution before 2021?" 

 

 

 

If this does not work, please feel free to send a diagnostic copy so we can review.  A diasgnostic copy of your return scrubs all personal information, but sends us the data file so we can see your entries.  In TurboTax Online:  

  1. Click Tax Tools in the menu to the left.
  2. Click Tools, and then
  3. Click Share my file with Agent.
  4. A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.

Provide the token number that is generated onto this thread.

April 2, 2022

979282

March 26, 2022

The correct entry if that field come up is:  None