Enter Form 8915-F information for 2020 COVID disaster distributions

Individuals who took a coronavirus-related distribution in 2020 (reported on 2020 Form 8915-E) and elected to prorate the income over 3 years need to complete a 2022 Form 8915-F.
important
The following data entry is for those that only took a coronavirus-related distribution in 2020.
Amounts from the prior year proforma to the federal 8915F20 screen in the Retirement folder. You'll need to enter the following information on the
F20Wrk2
screen in the Retirement folder:
  • Make sure the
    Taxpayer/Spouse
    field matches with the
    8915F20
    screen.
  • If a COVID-19 distribution was from a retirement plan other than IRAs, enter the amount from the 2020 Form 8915-E, line 9 in the
    2. Amount from Supplemental Information Worksheet 2, Col.D
    field. This should equal 1/3 of the total COVID-19 distribution, and will calculate Form 8915-F, line 12.
  • If a COVID-19 distribution was from an IRA plan, enter the amount from the 2020 Form 8915-E, line 17, in the
    2. Amount from Supplemental Information Worksheet 4, Col.D
    field. This should equal 1/3 of the total COVID-19 distribution, and will calculate Form 8915-F, line 23.
note
  • Unless the individual took another 2021 non-COVID disaster distribution in 2021, leave the fields for line 1 (Amount from Supplemental Information Worksheet 2 and 4, Col. C) blank.
  • Form 8915-F, lines 2b, 3b, and 4b will only populate when receiving distributions for a 2021 or 2022 disaster. They won't calculate for coronavirus-related distributions.

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