Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Federal input screens

Screen 8915FYY - Qualified Disaster Retirement Distributions & Repymts

Use the 8915FYY (YY representing the year of the return) screen to enter one-third taxable amounts and repayments made for
2021
 qualified disaster distributions (
2021
 Form 8915-F). Returns prepared in
2023
 UltraTax CS will proforma these amounts to the next year.

Taxable Amounts & Repayments

For married filing joint returns, 2 sets of input screens are available for the maximum number of forms produced. You can select
T
 or
S
 for either unit but per IRS specifications, you can't use the same selection for both.
Enter one-third of the taxable amount of pension, Traditional IRA, and Roth IRA distributions taken in
2021
 here. You can find this amount for pensions on the
2021
 Form 8915-E, line 9, and the IRA amount on
2021
 Form 8915-E, line 17.
Enter one-third of the taxable amount of pension, Traditional IRA, and Roth IRA distributions taken in
2022
 here. You can find this amount for pensions on the
2022
 Form 8915-F, line 11, and the IRA amount on
2022
 Form 8915-1, line 22.
Enter the following, as applicable.
2021
  • Pension: Repayments made in
    2021
     from Form 8915-E, line 10
  • Traditional IRA, SEP, SIMPLE & Roth IRA: Repayments made in
    2021
     from Form 8915-E, line 18
2022
  • Pension: Repayments reported on the
    2022
     Form 8915-F, line 14
  • Traditional IRA, SEP, SIMPLE & Roth IRA: Payments reported on the
    2022
     Form 8915-F, line 25
2022
  • Pension: Repayments reported on the 2022 Form 8915-F, line 14.
  • Traditional IRA, SEP, SIMPLE & Roth IRA: Payments reported on the 2022 Form 8915-F, line 25

Prior Year Qualified Distributions

Use this section to enter distributions taken in
2021
 and/or
2022
 for
2021
 Qualified Disasters. For each disaster, enter the total amount of distribution taken in the year it was received in the appropriate retirement plan column. Returns prepared in UltraTax the prior year will proforma this information.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close