Level 3

Question

8915-E Form not available on Basic?

Forum|Forum|5 years ago
February 1, 2021
5 replies
32 views

Is the Form 8915-E Form for Disaster Retirement Distribution not available on Basic? Or is it just not out yet?

ProSeries Basic

This topic has been closed for replies.

IRonMaN

Level 15

It's not out yet and it won't be out for a couple of weeks.

Slava Ukraini!

Just-Lisa-Now-

Intuit Community Champion

IRS still has it in draft right now, it takes several weeks once IRS has it finalized for it to be available for filing in the program....Id kinda like to have a draft of it in the program to work with though!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

L

LesAnne

Level 2

https://www.irs.gov/pub/irs-dft/i8915e--dft.pdf

qbteachmt

Level 15

This is a ProSeries topic. Here is the Help article for ProSeries and 8915-E:

https://proconnect.intuit.com/community/retirement-tax-credits-and-deductions/help/generating-form-8...

"The IRS does not support Form 8915-E as an e-fileable form. The completed Form 8915-E will need to be added as a PDF attachment for e-file."

Don't yell at us; we're volunteers

qbteachmt

Level 15

Bookmark and monitor this link to your Forms' status in Basic:

https://myproconnect.intuit.com/releasedates

To see this:

Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Taxpayer)

Final on 02/18/2021, EF Not Allowed

Don't yell at us; we're volunteers

C

Cry67

Level 2

I have got everything pretty much done and it still tells me not ready. Come back later. I hate this because I always have my taxes done early. They have had almost a year. Hard to believe it's not finalized.

Just-Lisa-Now-

Intuit Community Champion

The IRS isnt even open for accepting or processing returns until the 12th.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

qbteachmt

Level 15

Hello - I currently have Proseries Basic and Form 8915-E is showing up in the "income" sub-menu; however, when I click in it, is giving me the following message:

"Form 8915E-T is not included in ProSeries Basic Edition. To obtain a copy of this form consult www.irs.gov/formspubs"

"For other products that include this and other forms, visit www.proseries.com."

I know the message is obvious, but I was wondering if indeed, this form is not going to be available in the basic series?? If that's the case, I will assume that I will need to attach it? Any thoughts or suggestions will be greatly appreciated.

Thanks,

Jonathan

It's not available yet. It's scheduled for 2/25. Bookmark this and monitor it: https://proconnect.intuit.com/proseries/forms-finder/ Form 5329 is for waiving the penalty, if that applies. Form 8915-E is for reporting the taxable income over the one year or over three years.

Don't yell at us; we're volunteers

M

mcoppola66

Level 2

https://www.irs.gov/pub/irs-dft/i8915e--dft.pdf

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