Qualified Disaster Retirement Plan Distributions

Forum|Forum|4 years ago
January 31, 2022
2 replies
13 views

Hello, I have a question regarding the Qualified Disaster Retirement Plan Distributions. I have a few clients that elected to divide their distribution over three years. I assumed that it would carry over to 2021 but it does not appear that way. Does anyone have any information on this or where we are supposed to show that income?

ProSeries Professional

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Best answer by garman22

Very popular subject here.....

this carryover from 2020 will come on 8915-F and unfortunately, Intuit is projecting a 03/17 date. In their defense tho, IRS does not even have that form finalized. Ugh!!

qbteachmt

Level 15

Forms 8915-B, -C, -D and -F are not scheduled to be finalized until March 17 by Intuit. They are not even released by the IRS at this point. You transferred a bit early. Don't file, yet.

Don't yell at us; we're volunteers

G

garman22

Answer

Intuit Community Champion

Very popular subject here.....

this carryover from 2020 will come on 8915-F and unfortunately, Intuit is projecting a 03/17 date. In their defense tho, IRS does not even have that form finalized. Ugh!!

qbteachmt

Level 15

Oh, gee, look! @rcooley25 start yet another complaining topic on this subject:

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/re-form-8915f/01/192353#M102129

Don't yell at us; we're volunteers

R

rcooley25

Level 7

Again let me say that I was not yelling at intuit or any of you fellow preparers. I was only passing along information regarding a topic that is causing a great deal of frustration to many of us. So sorry that some of you cant understand that or appreciate that.

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