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how do I report repayment of annuity taken out in 2020 due Covid-19, I filled the 8915-E form but the Proseries back tells me not to file as the form is not final

aytaxservices
Level 3

client and spouse withdrew money in 2020 due to Covid-19 and opted to pay tax on it in three years.  They managed to repay the the remaining money . not sure how to show it on the return so IRS knows that there no tax liability due to the repayment

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qbteachmt
Level 15

You are waiting for Form 8915-F, expected March 24:

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

 

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2 Comments 2
qbteachmt
Level 15

You are waiting for Form 8915-F, expected March 24:

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

 

*******************************
Don't yell at us; we're volunteers
aytaxservices
Level 3

thank you for your reply

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