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Level 7
February 3, 2022
Solved

Form 8915F

  • February 3, 2022
  • 38 replies
  • 137 views

We just got a post from someone who claims they have a friend that says 8915F is in his system and he has filed the return and it has been accepted. How can that be when the IRS has not released the form yet. Sounds to me like someone is pulling someones leg.

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

Its finalized by IRS now.

https://www.irs.gov/pub/irs-pdf/f8915f.pdf

No more excuses.

38 replies

IRonMaN
Level 15
February 3, 2022

It came from a Tax Slayer user.  Maybe they are a former ProSeries user and just wanted to get everyone riled up worse than they already are 😀

Slava Ukraini!
rcooley25Author
Level 7
February 3, 2022

Your explanation makes a lot more sense than what he said does,

Just-Lisa-Now-
Intuit Community Champion
February 3, 2022

Its finalized by IRS now.

https://www.irs.gov/pub/irs-pdf/f8915f.pdf

No more excuses.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Intuit Community Champion
February 3, 2022

No More Excuses

Level 3
March 6, 2022

Everyday I'm updating my ProSeries to check if form 8915-F is already available. It's still not, as of today 3/6/21. I have several clients who had taken coronavirus related distribution from their 401Ks or IRAs in 2020 and chose to spread out the taxable income over three years. Until now I couldn't complete their tax returns because the required form 8915-F has not been added. Now they are complaining, especially those who want to repay what's owed in 2021 and/or those who would still get refunds despite the distribution. IRS had already finalized the form two or three weeks ago. I heard tax pros who use Drake software are already able to transmit returns with this form. What's keeping ProSeries and Intuit?  Please advise.

Thank you

Intuit Community Champion
March 6, 2022

We wonder the same thing. This form does NOT appear too complex on the face of it. I dont know why Intuit cant bring this form out sooner. 

Thankfully my clients who spread the distribution owe this year so.......

 

But I still believe Intuit is dragging their feet. 

Level 3
March 6, 2022

I accidently posted on this message board as I am a use of Lacerte and the form is installed.   You might want to call Intuit and make sure everyone else is having this problem in case the form is loaded and you have to reload your software.

Level 5
March 22, 2022

Any new updates on this form?

qbteachmt
Level 15
March 22, 2022

The link in this topic, and your program, both take you to Forms Availability.You can monitor this for yourself.

This is what is showing still:

Form 8915-F, Qualified Disaster Retirement Plan Distributions and Retirements (Taxpayer) Final on 03/24/2022, EF on 03/24/2022
Form 8915-F, Qualified Disaster Retirement Plan Distributions and Retirements (Spouse) Final on 03/24/2022, EF on 03/24/2022

Don't yell at us; we're volunteers
Level 2
March 24, 2022

5:20am on east coast, can't get form to activate....

does not seem to be working yet....