CCH® ProSystem fx® Tax: Form 8915-E Interview Forms Cross-Reference

  • Article Type:
  • Documentation
  • Last Modified:
  • 03/22/2021

Objectives

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Environment

  • CCH ProSystem fx Tax
  • Cross-Reference Help
  • Form 8915-E
  • Interview

Details

Government FormCCH® ProSystem fx® Tax Forms
Form 8915E, Page 1
NameForm 1, Boxes 40 through 43 and Boxes 45 through 48 based on Form M-25, Box 30 or Form IRS-1099R, Box 30
Social security numberForm 1, Box 44 or 49 based on Form M-25, Box 30 or Form IRS-1099R, Box 30
AddressForm 1, Box 80
IF
Form M-25, Box 41 contains an 'X'
Apartment numberForm 1, Box 81
IF
Form M-23, Box 41 contains an 'X'
City, state, ZIP and foreign country informationForm 1, Boxes 82 through 87
IF
Form M-23, Box 41 contains an 'X'
Must use Worksheet 2Checked if more than one 2020 disaster and total distribution is greater than $100,000
Part I – Total Distributions From All Retirement Plans (Including IRAs)
For coronavirusChecked if disaster code entered on IRS 1099R is FA
1aCalculated based on Form IRS-1099R
1bCalculated based on Form IRS-1099R if 2020 Disaster code" entered in Box 200
OR
Form M-27, Box 55 - Override
1cIf Form 8915D, line 4b is greater than $100,000, calculated as pro rata portion of line 1b over line 4b times $100,000
Form M-27, Box 58
2aCalculated based on Form IRS-1099R
2bCalculated based on Form IRS-1099R if 2020 Disaster code" entered in Box 200
OR
Form M-25, Box 56 - Override
2cIf Form 8915E, line 4b is greater than $100,000, calculated as pro rata portion of line 2b over line 4b times $100,000
Form M-27, Box 59
3aCalculated based on Form IRS-1099R
3bCalculated based on Form IRS-1099R if 2020 Disaster code" entered in Box 200
OR
Form M-27, Box 57 - Override
3cIf Form 8915E, line 4b is greater than $100,000, calculated as pro rata portion of line 2b over line 4b times $100,000
Form M-27, Box 60
4aCalculated
4bCalculated
4cAlways prints $100,000
5If Form 8915E, line 4b is greater than $100,000, calculated as line 4a minus $100,000
If Form 8915E, line 4b is less than or equal to $100,000, calculated as line 4a minus line 4b
Part II – Certain Qualified 2020 Disaster Distributions From Retirement Plans (Other than IRAs)
6Calculated as line 1c if completed, else line 1b
7Calculated as difference between gross distribution and taxable distribution from Form IRS-1099R
OR
Form M-27, Box 65 - Override
8Calculated
9If Form M-27, Box 49 contains an 'X', calculated as equal to line 8
If Form M-27, Box 49 is blank, calculated as line 8 divided by 3.0
10Form M-27, Box 66
11Calculated - carries to Form 1040, line 5b or Form 1040NR, line 5b
Form 8915E, Page 2
Part III – Certain Qualified 2020 Disaster Distributions From Traditional, SEP, SIMPLE, and Roth IRAs
12Yes box is marked if amount on Form 8606, line 15b or 25b
13Form 8606, line 15b
14Form 8606, line 25b
15Calculated as line 2c if completed, else line 2b
16Calculated
17If Form M-27, Box 49 contains an 'X', calculated as equal to line 15
If Form M-27, Box 49 is blank, calculated as line 15 divided by 3.0
18Form M-27, Box 70
19Calculated - carries to Form 1040, line 4b or Form 1040NR, line 4b
Part IV – Qualified Distributions for the Purchase or Construction of a Main Home in Certain 2020 Disaster Areas
Disaster nameForm M-27, Box 80
20Form M-27, Box 81
21Form M-27, Box 82
22Form M-27, Box 83
23Calculated
24Form M-27, Box 84
25Calculated
If Form M-27, Box 85 contains a code of "1" or the code box is blank then carries to Form 1040, line 4d or Form 1040NR, line 4d
If Form M-27, Box 85 contains a code of "2" then carries to Form 1040, line 4b or Form 1040NR, line 4b

Additional Information

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