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 amount
Enter 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 the
    2024
    Form 8915-F, line 14
  • Traditional IRA, SEP, SIMPLE & Roth IRA: Payments reported on the
    2024
    Form 8915-F, line 25

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