Enter Form 8915-F information for 2020 COVID disaster distributions

Individuals who took a coronavirus-related distribution in 2020 (reported on 2020 Form 8915-E) and elected to prorate the income over 3 years need to complete a 2022 Form 8915-F.
Amounts from the prior year proforma to the federal 8915F20 screen in the Retirement folder. You'll need to enter the following information on the
F20Wrk2
screen in the Retirement folder:
  • Make sure the
    Taxpayer/Spouse
    field matches with the
    8915F20
    screen.
  • If a COVID-19 distribution was from a retirement plan other than IRAs, enter the amount from the 2020 Form 8915-E, line 9 in the
    2. Amount from Supplemental Information Worksheet 2, Col.D
    field. This should equal 1/3 of the total COVID-19 distribution, and will calculate Form 8915-F, line 12.
  • If a COVID-19 distribution was from an IRA plan, enter the amount from the 2020 Form 8915-E, line 17, in the
    2. Amount from Supplemental Information Worksheet 4, Col.D
    field. This should equal 1/3 of the total COVID-19 distribution, and will calculate Form 8915-F, line 23.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close