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Level 3
February 9, 2025
Question

Form 8915-F is not calculating correctly

  • February 9, 2025
  • 1 reply
  • 7 views

I am trying to file client returns who had a disaster relief distribution in 2024. However, I cannot get the form to populate and when I try to fill out the Form 8915 section of the 13.1 Pensions, IRAs (1099-R) window, there does not seem to be a place to list the Fema disaster number for 2024. 

Is this an update issue?  Are we waiting on this? What am I missing?

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    1 reply

    qbteachmt
    Level 15
    February 10, 2025

    Are they in a Federally declared disaster area for the dates of the disaster? You can use this website:

    https://www.fema.gov/disaster/declarations

    Don't yell at us; we're volunteers
    Level 3
    February 10, 2025

    Yes.  DR-4798-TX. Hurricane Beryl