Form 8915-E for Qualified 2020 Disaster Retirement Plan Distributions and Repayments, is now available within the 2020 Pro Online application. For Phase I implementation, to trigger this form, the Code in Box 7 must be 1, J, or S. When a 1099-R is present with the before mentioned codes, preparers will be presented to option to utilize Form 8915-E if their clients would like. Phase II implementation will prompt the election to use Form 8915-E regardless of the code in Box 7.
