Screen F21Wrk2 - 2021 Qualified Disaster Distribution Worksheets 2-5

Overview

Starting in tax year 2022, Form 8915-F has supporting worksheets that you must attach to the return. Use Screen F21Wrk2 calculate Worksheets 2 through 5 for distributions you received from a 2021 qualified disaster.
Make sure you complete the
Taxpayer/Spouse
field to properly calculate Form 8915-F.

Distributions from Retirement Plans (Other than IRAs)

To complete this section you'll need a copy of Form 8915-F from tax year 2021, and/or Form 8915-E from tax year 2020. Complete the Supplement Information Worksheet 2 from the 8915-F Instructions. Enter any applicable amounts in this section to calculate Form 8915-F, lines 12 and 14. These lines report total income from prior year disaster distributions and total repayments.

Distributions from Traditional, SEP, SIMPLE, and Roth IRAs

To complete this section you'll need a copy of Form 8915-F from tax year 2021, and/or Form 8915-E from tax year 2020. Complete the Supplement Information Worksheet 4 from the 8915-F Instructions. Enter any applicable amounts in this section to calculate Form 8915-F, lines 23 and 25. These lines report total income from prior year disaster distributions and total repayments.
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