I am getting a diagnostics for the Form 8915E that says "Form 8915E, Qualified 2020 Disaster Retirement Plan distributions and repayments should be attached as a PDF for electronic filing purposes"
What exactly are we to attach? The Form 1099-R? Doesn't the IRS have that already? Or are they talking about repayments made?
You need to print a PDF copy of the F.8915-E, then attach that to the return before e-filing. From the list of forms to attach, you'll see a selection for Form 8915E.
Still an AllStar
Form 8915-E; Part III, line 12; mentions Form 8606 if required. What if the client is not required to file Form 8606 for a ROTH Distribution; it says go to Line 15. There is NO mention of computations for Part I, line 3 for a Roth Distribution. Just as a attempt to get a figure for 8915-E; Part III, line 13 I tried completing the 8606. When I bring up 8606 for the taxpayer and his wife, who both have Roth distributions, and do all the computations, the 8606 does not do any computations to get a figure for Form 8915-E; line 13.
The form 8915-E (T and S) are now scheduled to be E-filed and for 2/25. If you just wait, it should resolve itself with an update. It is used for Income taxable amount in this one year or spread over three years.
Form 5329 is used for the early withdrawal penalty waiver.
Form 8606 is used for computing tax on conversions, if there is pro rata due to basis, overcontribution, etc. It's not a covid-related form.
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