Seriously? It is $5000 LESS and the forms are there? I know I said I only have a few years until I retire and don't want to learn a new software but that is some serious savings.

T

TaxGuyBill

Level 15

@Frustrated-in-IL wrote:

Seriously? It is $5000 LESS and the forms are there? I know I said I only have a few years until I retire and don't want to learn a new software but that is some serious savings.

Yep, Drake and TaxSlayer have had it for about THREE WEEKS. Yet ProSeries says they won't have it for 5 more weeks.

Why does it take Intuit 8 weeks longer to produce it? EIGHT WEEKS.

J

jeffmcpa2010

Level 10

Some one needs to give this a try and see if the return gets accepted.

T

TaxGuyBill

Level 15

@jeffmcpa2010 wrote:

Some one needs to give this a try and see if the return gets accepted.

It seems likely the e-file would be "accepted".

But in my opinion, it seems extremely likely the taxpayer will receive an IRS notice about it.

Just-Lisa-Now-

Intuit Community Champion

Nobody will look at an attachment.

If the IRS computers are looking for that 8915F to be included on 2021, and you send it as a generic attachment, you'll be hung up in error processing for who knows how long.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

M

msmith7305Author

Level 6

I'm not sure about that. I have attached PDFs to returns for years and have never had a single problem or question from the IRS.

T

TaxGuyBill

Level 15

@msmith7305 wrote:

I'm not sure about that. I have attached PDFs to returns for years and have never had a single problem or question from the IRS.

But this is a required form that has numbers that flow to the 1040, and the will be specifically looking for the amount on the tax return. I suspect that is very different than most other PDFs that are attached.

qbteachmt

Level 15

I've posted this previously, but it doesn't hurt to repost it. There is no schema for include Form 8915-F for Efile tax year 2021. The IRS never made one. That's why it is either a data stream (simulating the form schema) or a pdf attachment. Here is what I see per IRS, gathered from three IRS resources:

MeF will accept Form 8915-F as PDF only.

As of 12/8/2021.

For the Known Issues & Solutions file, this is what the IRS provides dated 12/9/2021:

Schema will be developed for Tax year 2022/Processing Year 2023

MeF will accept a 'GeneralDependencyMedium' that includes all the information requested on Form 8915-F for tax year 2021 if the software developer cannot attach a PDF. "Form8915F" must be used for the element name 'Desc' when including Form 8915-F as a 'GeneralDependencyMedium'.

Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments, will be accepted in MeF as a PDF attachment for tax year 2021. “Form8915F” must be used as the binary attachment description when including Form 8915-F as a PDF attachment.

Here is the required filename and extension:

Form8915F.pdf

Here is the required Description:

Form 8915-F (must be the beginning of the Description)

This is all in tables (boxes) because it is copied directly from IRS Excel listings.

Hope that helps.

Don't yell at us; we're volunteers

M

msmith7305Author

Level 6

Sounds like my solution in the original post will work.

T

TaxGuyBill

Level 15

The problem that I see is that if you fill out a 1099-R worksheet, the 1099-R is sent with the e-file. So how does the IRS know that 1099-R is a 'fake' 1099-R? It seems to me that they will think that is a separate retirement distribution.

S

SuzieQ1

Level 4

How about this...... using the original 1099R to report 1/3 of the distribution- file electronically.

By the time the IRS asks for the form (even if attached as a pdf when filed), ProSeries will have it, right?

R

rcooley25

Level 7

I am prepared to do that if that form is not ready on March 31st and as I have said before let the chips fall where they may.

K

kabbabkkg

Level 5

Put the original amount or just the third on the 1099 R

R

rcooley25

Level 7

I agree with your statement. That s the only way this year that the 1/3 amount will be transfered over to line 5b as instructed on form 8915F. Buit I wouild sujest you use code 2 (early withdrawl exception applies) to keep from computing an early withdrawl penalty.

Just-Lisa-Now-

Intuit Community Champion

Resurrecting this thread! That stupid meaningless form 8915F is holding up returns again this year, keep pushing the date out further.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

abctax55

Level 15

Since @Just-Lisa-Now- resurrected this thread (thanks...)

A quick question IF anyone knows off-hand - can this election be made on a delinquent 2020 return?

OR, an an amended return?

I didn't have a single client who did this in 2020, NOW I have a long lost client that has re-appeared.

TIA - I'll do my own research (Pub 17 anyone 😉 if no one knows the answer off the top of your head.

HumanKind... Be Both

qbteachmt

Level 15

There is some verbiage about the return being "timely filed." That should be easy to find.

Don't yell at us; we're volunteers

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