Jonesin1
Level 4
01-25-2024
08:05 AM
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Customers who had Disaster distributions in 2020 (non COVID related) might see the form 8915 populate in their returns for TY 2023, when they should not.
Customers who had Disaster distributions in 2020 (non COVID related) might see the form 8915 populate in their returns for TY 2023, when they should not.
Our development team is currently working on a fix for this issue. In the meantime, there is a workaround for customers who do not need the 8915 for TY23. For returns that do not need the form:
- Place a 0 or delete the numbers found in line 2 or line 11.
- Delete the form from the return
If the customer got a non-covid disaster distribution at anytime in 2021, they will still be required to use the form once it is final.