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BevP
Level 3
March 4, 2022
Question

What to do about 8915F

  • March 4, 2022
  • 2 replies
  • 0 views

If taxpayer did 3 years for distribution for the first year being 2020 and then paid back the full amount by may 1 2021 what needs to be done.  I was waiting for the 8915F to indicate the payback but must I amend 2020 as well.

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2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 4, 2022

Wait a few more weeks for the 8915F to be ready, or use this workaround

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/8915-f-workaround/00/203662

the instructions arent final, but should be able to explain how the repayment works
https://www.irs.gov/pub/irs-dft/i8915f--dft.pdf

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    T
    TaxGuyBill
    Level 15
    March 4, 2022
    @Just-Lisa-Now- wrote:

     

    the instructions arent final,

     

    Instructions have been final for over 3 weeks.

    https://www.irs.gov/pub/irs-pdf/i8915f.pdf

     

    rbynaker
    rbynaker
    Level 13
    March 4, 2022

    If repaid in full you will amend the 2020 return and report the repayment on an amended 8915-E.  My read of the instructions, you will also report this on an 8915-F for 2021 and an 8915-F for 2022 (just reporting to show no taxable income due to the repayment).

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