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Screen 8915FYY - Qualified Disaster Retirement Distributions & Repymts
Show all hidden content
Use the 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 2024
UltraTax CS will proforma these amounts to the next year.Taxable Amounts & Repayments
Taxpayer/Spouse
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.2022
Distributions: One-third taxable amountEnter 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-E, line 9, and the IRA amount on 2022
Form 8915-E, line 17.2023
Distributions: One-third taxable amountEnter 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 8915-1, line 22.Repayments Made
Enter the following, as applicable.
2022
- Pension: Repayments made in2022from Form 8915-E, line 10
- Traditional IRA, SEP, SIMPLE & Roth IRA: Repayments made in2022from Form 8915-E, line 18
2023
- Pension: Repayments reported on the2023Form 8915-F, line 14
- Traditional IRA, SEP, SIMPLE & Roth IRA: Payments reported on the2023Form 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
2022
and/or 2023
for 2022
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.