Screen 8915FYY - Qualified Disaster Retirement Distributions & Repymts
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Overview
Use the 8915FYY (YY representing the year of the return) screen to enter one-third taxable amounts and repayments made for
2024
qualified disaster distributions (2024
Form 8915-F). Returns prepared in 2024
UltraTax CS will proforma these amounts to this screen in 2025
UltraTax CS.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.2024
Distributions: One-third taxable amountEnter one-third of the taxable amount of pension, Traditional IRA, and Roth IRA distributions taken in
2024
here. You can find this amount for pensions on the 2024
Form 8915-F, line 11, and the IRA amount on 2021 Form 8915-F, line 22.Repayments Made
Enter the following, as applicable.
2024
- Pension: Repayments reported on the2024Form 8915-F, line 14
- Traditional IRA, SEP, SIMPLE & Roth IRA: Payments reported on the2024Form 8915-F, line 25
