Form 8915-E

[gary1861]

I don't see this form listed in my ProSeries Professional software.  Will Intuit be adding this form soon?

[gary1861 · Accepted solution]

After I posted this I saw a related question that the Form 8915-E will be released on February 18.

[qbteachmt]

You have all of this available to you through your program resources. You don't need an internet community. You paid plenty for this:

https://proconnect.intuit.com/proseries/forms-finder/

https://proconnect.intuit.com/community/update-products/help/how-to-find-release-dates-for-forms-and...

Bookmark these resources. Use them often.

[MDAROSA1]

It is now Feb 22, so where is it?  Thank you

[qbteachmt]

Form 5329 is for the penalty waiver.

Form 8915-E is for the tax treatment.

This topic has the link for the Forms. Are you monitoring the release dates?

"It is now Feb 22, so where is it? Thank you"

Last I looked, 8915-E is scheduled for Feb 25. That's "where it is."

[Slats]

""Last I looked, 8915-E is scheduled for Feb 25. That's "where it is.""   NO, I think not.  As a 27 year ProSeries Professional user I am competent within the program. SO much misleading information and as of today, February 28, 2021  FORM 8915-E is NOT in the program and there is NOT any release date. For those who offer nothing but flippant sarcasm in their tag lines and nothing at all in the way of useful information and or details, workarounds or solutions, I say this:  Find somewhere else to troll and offer your disgusting opinion(s) of what you think you know.  Those of us who "do know" want the community and those in need to have the correct information provided in order that we may continue to be successful. Gaming the system just to see yourself in the "box" is typical of the uneducated and self serving who are always "pissing on my pants leg and telling me it's raining". For all of us who are the silent professionals and want to assist and advise correctly; you are just another nit in the fabric of our lives. 

[qbteachmt]

@Slats 

Yes, it's in the update last week.

https://proconnect.intuit.com/community/get-started/install-or-update-products/08?product=ProSeries%...

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/pro-series-update-not-w...

https://proconnect.intuit.com/community/update-products/help/how-to-refresh-proseries-updates/00/514...

"For those who offer nothing but flippant sarcasm in their tag lines"

You should use this forum and this community to see it Got Released on time and also can be e-filed.

"Gaming the system just to see yourself in the "box" is typical of the uneducated and self serving who are always "pissing on my pants leg and telling me it's raining". For all of us who are the silent professionals and want to assist and advise correctly; you are just another nit in the fabric of our lives."

You don't know what you are stating. But, you certainly are welcome to participate, because this is Peer users volunteering to be helpful. We built this community. Be part of the solution or be part of the problem. Because you were not Silent; that is berating your own professional peers.

[mellie]

I too am having problems finding the 8915-E you speak of.    When I try to find the form in my software, I'm presented with 8915-A through D  (2016 through 2019).   

My software is fully updated as of this date (4/3/21) 

Wondering if anyone else has not gotten this form.  It appears some have and some haven't, as evidenced by this lively discussion.

Any thoughts would be appreciated.

[qbteachmt]

@mellie 

This topic is from January; of course back then, that form wasn't even released by the IRS.

The form has been out since mid-Feb in ProSeries.

Here is the topic for entering the 1099-R; and it has a link for the 8915-E:

https://proconnect.intuit.com/community/individual/help/proseries-form-1099-r-faq-s/00/4853