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Efile IRS 8915e as PDF or do I have to wait for ProSeries final version at the end of the month?

meo
Level 2

Have TP who took a covid distribution from retirement plan. Return is done except for Form 8915e. 

Can I submit a completed IRS Form 8915e as pdf with the return or do I need to wait until the final version is uploaded to ProSeries at the end of the month? Trying to get return filed and I don't want it to reject.

If I can use the IRS form, do I just uncheck "Enable conversion error checking" when e-filing?

 

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9 Replies 9
qbteachmt
Level 15

"who took a covid distribution from retirement plan"

You need form 5329, as well.

 

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meo
Level 2

The 1099-R actually has a code 2 vs a 1.

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qbteachmt
Level 15

"Who Must File

You must file Form 5329 if any of the following apply.

  • You received a distribution subject to the tax on early distributions from a qualified retirement plan (other than a Roth IRA) and you meet an exception to the tax on early distributions from the list shown later, but box 7 of your Form 1099-R doesn’t indicate an exception or the exception doesn’t apply to the entire distribution."

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meo
Level 2

Right, TP has a code 2 in box 7 which is early distribution, exception applies

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LG2019
Level 1

Does anyone know when Proseries will have the 8915-e form available? 

qbteachmt
Level 15

"Does anyone know when Proseries will have the 8915-e form available?"

Your Program knows, and the internet knows. Form Finder is used for release dates.

https://proconnect.intuit.com/proseries/forms-finder/

Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Taxpayer) Final on 02/25/2021, EF on 02/25/2021

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LG2019
Level 1

Thank you!

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Inbalance1
Level 2

IS THE 8915E AVAILABLE IN BASIC?

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qbteachmt
Level 15

@Inbalance1 

Go here:

https://proconnect.intuit.com/proseries/forms-finder/

And click on your product, then the Forms tab, and use Find to find your form info.

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