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FORM 8915-E availability

Level 3

I have a taxpayer with a covid qualifying early IRA distribution. There is a box to check on the 1099-R entry worksheet but nothing happens when you check it other than it turns red. I looked for the 8915-E form which I know I need to complete and there is nothing on Proseries for that Form. I tried to find out through forms availability when it would be available and found nothing there unless I missed it in the massive file listing that was not in any order of Form number. 

Does anyone know if Proseries is going to support Form 8915-E? and if so, when i

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Level 15

When you encounter that jumbled mess, use Ctrl + F to search and you should be able to find this not too helpful listing:

Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Taxpayer) Final on 02/25/2021, EF Not Allowed

ex-AllStar

View solution in original post

4 Replies 4
Level 15

When you encounter that jumbled mess, use Ctrl + F to search and you should be able to find this not too helpful listing:

Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Taxpayer) Final on 02/25/2021, EF Not Allowed

ex-AllStar

View solution in original post

Level 1

Apparently the data on intuit is wrong. I just talked to a support rep and they said 2/25 is no longer the day. We'll have to wait until after 3/1. They said it was on the IRS. However, the dates on their site continue to move. Wish I just knew the truth and had a date to rely on. What is frustrating is having to refresh all the time meanwhile TurboxTax is spamming my email for me to finish my return at a discount. Dude, if you all get your app working I will. Going to try other vendors to be on the safe side. The past two years it's been that way.

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Level 15

@diamondblu7 

"Apparently the data on intuit is wrong. I just talked to a support rep and they said 2/25 is no longer the day. We'll have to wait until after 3/1. They said it was on the IRS. However, the dates on their site continue to move. Wish I just knew the truth and had a date to rely on. What is frustrating is having to refresh all the time meanwhile TurboxTax is spamming my email for me to finish my return at a discount."

But this is not a TurboTax Community. That isn't the software being used here.

This applies to the software in use here:

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

You seem to be lost on the internet.

You’ve come to a Peer User community for Intuit Tax Preparation products supporting tax preparation professionals using ProSeries, Proconnect and Lacerte , and you may be looking for support as an individual taxpayer. Please visit the TurboTax Help site for support.

Thanks.

For ProSeries:

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

 

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Level 15

"unless I missed it in the massive file listing that was not in any order of Form number."

Yes, that is correct.

 

Also: https://proconnect.intuit.com/community/retirement-tax-credits-and-deductions/help/generating-form-8...

 

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"Level Up" is a gaming function, not a real life function.