Intuit HelpIntuit
Generating Form 8915-F in ProConnect Tax
by Intuit• Updated 9 months ago
Before you start:
- The 8915-F is a new form starting in tax year 2021 for Qualified Disaster Retirement Plan Distributions and Repayments.
- The 8915-E was for entering and tracking coronavirus-related retirement plan distributions.
- The information from Form 8915-F and 8915-E will be e-filed with the tax return as an IRS approved statement.
For tax year 2021 and newer
- Open the Individual return.
- Go to Input Return ⮕ Income ⮕ Pensions, IRAs (1099-R)
- Enter the information from the 1099-R.
- Select the Details button.
- Select the tab for Form 8915 (Qualified Disaster Relief for Retirement Plans).
- Check the box for the appropriate tax year of the qualified disaster.
- Complete the required information.
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- How to enter coronavirus-related retirement plan distributions in ProConnect Taxby Intuit•82•Updated almost 2 years ago
- Generating Form 8915 in ProSeriesby Intuit•598•Updated April 04, 2024
- How to enter coronavirus-related retirement plan distributions in Lacerteby Intuit•497•Updated almost 2 years ago
- Generating Form 8915-F in Lacerteby Intuit•3•Updated February 12, 2024