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Federal input screens

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

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
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