Screen 8915FYY - Qualified Disaster Retirement Distributions & Repymts

Overview

Use 8915FYY (YY representing the year of the return) screen to enter one-third taxable amounts and repayments made for
2022
qualified disaster distributions (
2022
Form 8915-F). Returns prepared in
2023
UltraTax CS will proforma these amounts to this screen in
2024
UltraTax CS.

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
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-F, line 22.
Enter one-third of the taxable amount of pension, Traditional IRA, and Roth IRA distributions taken in
2023
here. You can find this amount for pensions on the
2023
Form 8915-F, line 11, and the IRA amount on
2023
Form 8915-F, line 22.
Enter the following, as applicable.
2022
  • Pension: Repayments made in
    2022
    from Form 8915-F, line 14
  • Traditional IRA, SEP, SIMPLE & Roth IRA: Repayments made in
    2022
    from Form 8915-F, line 25
2023
  • Pension: Repayments reported on the
    2023
    Form 8915-F, line 14
  • Traditional IRA, SEP, SIMPLE & Roth IRA: Payments reported on the
    2023
    Form 8915-F, line 25
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close