Will the 2021 Form 8915E show carryover from 2020 deferred distribution?

Forum|Forum|4 years ago
January 5, 2022
2 replies
16 views

Taxpayers deferred taxation of distributions from 401k accounts in 2020 if Covid related. Will that deferred amount automatically carry over to our client's 2021 tax file, particularly Form 8915E?

ProSeries Professional

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J

jeffmcpa2010

Level 10

From what I have seen in other answers to this same question...

Probably, but not likely until Late January or February. I don't believe the IRS has issued the final version of the form yet.(Based on a quick google search.)

Just-Lisa-Now-

Intuit Community Champion

That 8915E form was showing it wouldnt be final until late Feb, but that date is gone now, not sure when it will be updated and ready for use.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Just-Lisa-Now-

Intuit Community Champion

Well, the 8915-D (for 2019 disaster distributions) shows it wont be final until mid March....thats not very encouraging 😞

8915-E doesnt even show up on the Release Dates webpage

https://myproconnect.intuit.com/releasedates

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

qbteachmt

Level 15

Update:

The Form 8915-E (2020 Disasters) is replaced with -F (forever form) for tax year 2021 filing. I documented it here:

https://proconnect.intuit.com/community/tax-talk/discussion/form-8915-e-will-now-be-8915-f/01/186194#M6873

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