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April 2, 2022
Question

Is the 8915F form incorporated into Turbo Tax?

  • April 2, 2022
  • 1 reply
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1 reply

JohnB5677
April 3, 2022

Yes, Form 8915-F is available.  The 8915-F form is required to file with repayments of qualified distributions taken in 2020 related to coronavirus and those related to federally designated disasters in the future, according to the IRS.

 

Please follow the steps below:

 

  1. Federal Taxes.
  2. Wages and Income 
  3. Scroll down to Retirement Plans and Social Security
  4. Select  IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. Answer No to the question Did you get a 1099-R in 2021?
  6. Answer Yes Have you ever taken a disaster distribution before 2021?
  7. Answer Yes Did you take a 2020 Qualified Disaster Distribution?
  8. On the next screen enter the information from your 2020 Form 8915E.
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