CCH® ProSystem fx® Tax: Form 8915-E Interview Forms Cross-Reference
- Article Type:
- Documentation
- Last Modified:
- 11/05/2022
Objectives
N/A
Environment
- CCH ProSystem fx Tax
- Cross-Reference Help
- Form 8915-E
- Interview
Details
Government Form | CCH® ProSystem fx® Tax Forms |
Form 8915E, Page 1 | |
Name | Form 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 number | Form 1, Box 44 or 49 based on Form M-25, Box 30 or Form IRS-1099R, Box 30 |
Address | Form 1, Box 80 IF Form M-25, Box 41 contains an 'X' |
Apartment number | Form 1, Box 81 IF Form M-23, Box 41 contains an 'X' |
City, state, ZIP and foreign country information | Form 1, Boxes 82 through 87 IF Form M-23, Box 41 contains an 'X' |
Must use Worksheet 2 | Checked 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 coronavirus | Checked if disaster code entered on IRS 1099R is FA |
1a | Calculated based on Form IRS-1099R |
1b | Calculated based on Form IRS-1099R if 2020 Disaster code" entered in Box 200 OR Form M-27, Box 55 - Override |
1c | If 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 |
2a | Calculated based on Form IRS-1099R |
2b | Calculated based on Form IRS-1099R if 2020 Disaster code" entered in Box 200 OR Form M-25, Box 56 - Override |
2c | If 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 |
3a | Calculated based on Form IRS-1099R |
3b | Calculated based on Form IRS-1099R if 2020 Disaster code" entered in Box 200 OR Form M-27, Box 57 - Override |
3c | If 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 |
4a | Calculated |
4b | Calculated |
4c | Always prints $100,000 |
5 | If 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) | |
6 | Calculated as line 1c if completed, else line 1b |
7 | Calculated as difference between gross distribution and taxable distribution from Form IRS-1099R OR Form M-27, Box 65 - Override |
8 | Calculated |
9 | If 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 |
10 | Form M-27, Box 66 |
11 | Calculated - 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 | |
12 | Yes box is marked if amount on Form 8606, line 15b or 25b |
13 | Form 8606, line 15b |
14 | Form 8606, line 25b |
15 | Calculated as line 2c if completed, else line 2b |
16 | Calculated |
17 | If 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 |
18 | Form M-27, Box 70 |
19 | Calculated - 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 name | Form M-27, Box 80 |
20 | Form M-27, Box 81 |
21 | Form M-27, Box 82 |
22 | Form M-27, Box 83 |
23 | Calculated |
24 | Form M-27, Box 84 |
25 | Calculated 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
N/A
Solution Id | 000218421/CCH-ProSystem-fx-Tax-Form-8915-E-Interview-Forms-Cross-Reference |
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