Question

8915-F doesn't seem to be working properly. It should be pulling in 1/3 of my 2020 Covid distribution but it is not. Is anyone else having the same issue?

Forum|Forum|4 years ago
March 25, 2022
1 reply
0 views

I have checked the box for Coronavirus-related and entered info form 2020 Form 8915E. I wrap up income. Then I'm asked again if I took a disaster distribution any time b/w 2018 and 2020 and it says I need to go back and visit Form 1099-R topic. It's a never ending circle.

TurboTax Deluxe Online

AmyC

Employee

Investigation 20057 has confirmed an issue with the 8915-F today. Please have patience while the programmers make adjustments.

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Dstonejr

I'll have patience up until the deadline. Hire better programmers.

DoninGA

Employee

@Dstonejr wrote:

I'll have patience up until the deadline. Hire better programmers.

Use this procedure -

You must go to the Retirement Income section of the program for a Form 1099-R to be able to enter your 2nd year of the 2020 distribution -

Click on Federal

Click on Wages & Income

Scroll down to Retirement Plans and Social Security

On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the Start or Revisit button

On the screen Did you get a 1099-R in 2021? Click on NO, if you did not receive a 2021 Form 1099-R

If you had a Covid-19 related distribution in 2020 and selected to spread the distribution over 3 years -

Answer Yes when asked Have you ever taken a disaster distribution before 2021?

Answer Yes when asked if you took a Qualified 2020 Disaster Distribution

Check the box that this was a Coronavirus-related distribution reported in 2020

In the box 2020 Form 8915-E, line 4, column b - Enter a 0

If the 2020 distribution was from an account that was Not an IRA

2020 Form 8915E Line 9 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 9

If the 2020 distribution was from an IRA account

2020 Form 8915E Line 17 - Enter 1/3 of the amount from the 2020 distribution in both boxes for Line 17

Do not enter anything in the other boxes, leave them blank (empty)

The 1/3 of the amount from the 2020 distribution will be entered on the 2021 Form 1040 Line 4b if from an IRA or on Line 5b if from a retirement plan other than an IRA

After completing the Wages & Income section you will land on a screen Did you take a disaster distribution at any time between 2018 and 2020?

Answer NO since you have already completed the entering the 1/3 of the 2020 distribution.

You can view your Form 1040 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

Using the desktop editions click on Forms. Open the Form 1040