Texas severe weather

[judys3]

I have a tax customer that took a withdrawal from her 401K for the Texas sever weather that’s apart of the Cares Act. Form 8915F isn’t allowing me to enter the information for 2021 cares act. Is there a magical box I’m missing? 

[Just-Lisa-Now-]

You may have to use the 8915E and input the FEMA number and the figures in that first table, that should make it transfer to the 8915F

[Terry53029]

You don't fill out the form. You use the disaster worksheet

[judys3]

When entering the 1099-R information there's not a disaster box for 2021?  I checked the 2020 box and it did complete the form 8915F for 2021, but has box marked for 2020 disaster.  This was a 2021 disaster.  

[judys3]

The disaster worksheet does not solve my problem of the customer being allowed the distribution from 401K without the 10% early withdrawal penalty.

[Just-Lisa-Now-]

The 1099R worksheet, I forgot about that being the starting place for a disaster distribution....scroll down the 1099R worksheet to the disaster section.

[judys3]

correct, I scrolled down, but there is no distribution box for 2021 Disaster.  So do I choose the 2020 disaster?

[Just-Lisa-Now-]

Ohhhh, I see. Ok, so back to my first comment, the 8915E doesnt do what you need it to? Its got a place for 2021 disaster distribution and a FEMA number.

[qbteachmt]

Weather is not part of the CARES Act. You simply mean Disaster, right?

https://www.fema.gov/disaster/declarations?field_dv2_state_territory_tribal_value=TX&field_year_valu...

https://www.fema.gov/disaster/declarations?field_dv2_state_territory_tribal_value=TX&field_year_valu...

"to enter the information for 2021 cares act"

Make sure you understand what this qualifies under.

[Terry53029]

What is the FEMA number of the disaster you are trying to claim? Link:

https://www.fema.gov/disaster/declarations?field_dv2_state_territory_tribal_value=TX&field_year_valu...