IRS form 8915 E

[wes5]

Does anyone know if Pro Series will have IRS form 8915 E so we can report

client pension withdrawals that will not be subject to the early withdrawal penaltie

and the tax can be spread over the next 3 years??

[Just-Lisa-Now-]

Im sure it will be included at some point.  The other 8915 forms show as being final on Feb 18th, so I would expect the 8915E to be available at a similar date, or soon thereafter.

[wes5]

I called proseries tech and they said they had no knowledge of

form 8915 E being added for 2020.

[Just-Lisa-Now-]

Its got to be, it will be a very commonly used form. Tech support doesn't "do" taxes, they just know the mechanics of the program.

I dont see it in the list of forms to be released yet, but they have all the other 8915 forms shown so I have no reason to believe it wouldnt eventually become available.

[wes5]

It would be nice if we could get confrimation from Pro Series

because you are correct the 8915E will be a necessary form this year!

[Just-Lisa-Now-]

@IntuitAustin or @IntuitBettyJo  can anyone confirm that the new 8915E will be included in the 2020 program?   

I have a hard time believing that it wouldn't, this tax change happened back in march, they've had plenty of time to get it in the works.

[IntuitAustin]

Checking in on this now Lisa

[Just-Lisa-Now-]

@IntuitAustin   any word on this?

[wes5]

This is such an important form this year, I sincerely hope 

intuit understands the urgency regarding this form 8915E

and intuitaustin comes thru for all of us.

[Just-Lisa-Now-]

If you look at the 1099R worksheet, theres a place to check that its a disaster distribution and it gives and error that the program isnt ready yet, so Im optimistic that it will be included.

[wes5]

Lets hope intuit is paying attention otherwise 

we will have to stay on them.

[Terry53029]

Its not in the release date for forms. Sure hope they get it by filing time, as I've already had clients asking about it 

[wes5]

Let's hope that Intuit Austin follows up with a positive reply.

I checked with another friend who uses Drake software and

they had the form from the first download b/c it so relevant!!

[SDJayhawk]

Hello, I'm an Intuit employee who works in content development on the business products.

Form 8915-E will be part of the individual product and, per the IRS is not an efileable form.  

[rbynaker]

Wow.

[Just-Lisa-Now-]

So in the 2019 program, the 8915A, B, C, and D are all included but no 8915E in 2020? Makes no sense.

@SDJayhawk will we be able to attach it as a PDF and make just make the proper entries on the 1099R worksheet to come up with the correct amount?

[SDJayhawk]

We will support the Form 8915-E, which is not efileable.  We are in communication with the IRS to determine if the form can be attached as a PDF for this tax year.