CCH Axcess™ Tax & CCH® ProSystem fx® Tax: Form 8915-E Worksheet View Cross-Reference

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

Objectives

N/A

Environment

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

Details

Government FormCCH Axcess Tax & CCH ProSystem fx Tax Input
  WorksheetSectionField
Name General > Basic DataGeneralFirst name > Taxpayer
Initial > Taxpayer
Last name > Taxpayer
Suffix > Taxpayer
First name > Spouse
Initial > Spouse
Last name > Spouse
Suffix > Spouse
Based on:
 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationTS
Social security number General > Basic DataGeneralSocial security number > Taxpayer
Social security number > Spouse
Based on:
 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationTS
Address General > Basic DataGeneralPresent street address
IF
 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationFiled Form 8915E separately contains an 'X'
Apartment number General > Basic DataGeneralApartment number
IF
 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationFiled Form 8915E separately contains an 'X'
City, state, ZIP and foreign information General > Basic DataGeneralPresent city of residence
Present state
ZIP code
Foreign country
Foreign province / state / county
Foreign postal code
IF
 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationFiled Form 8915E separately contains an 'X'
Must use worksheet 2Calculated
Part I - Total Distributions From All Retirement Plans (Including IRAs)
For Coronavirus Income > IRAs, Pensions and AnnuitiesDistributions from Pensions, Annuities and IRAs > Detail > OtherDisaster information contains "Coronavirus - related"
1aCalculated based on:
 Income > IRAs, Pensions and AnnuitiesDistributions from Pensions, Annuities and IRAs 
1bCalculated based on:
 Income > IRAs, Pensions and AnnuitiesDistributions from Pensions, Annuities and IRAs > Detail > OtherDisaster information contains a 2020 disaster code, date and amount assigned
1cIf Form 8915E, line 4b is greater than $100,000, calculated as pro rata portion of line 1b over line 4b times $100,000
 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationAllocated amount of limit to retirement plans
2aCalculated based on:
 Income > IRAs, Pensions and AnnuitiesDistributions from Pensions, Annuities and IRAs 
2bCalculated based on:
 Income > IRAs, Pensions and AnnuitiesDistributions from Pension, Annuities and IRAs > Detail > OtherDisaster information contains a 2020 disaster code, date and amount assigned'
 Income > IRAs, Pensions and AnnuitiesQualified 2019 Disaster Retirement Plan InformationQualified distributions from traditional IRAs - 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
 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationAllocated amount of limit to traditional IRAs
3aCalculated based on:
 Income > IRAs, Pensions and AnnuitiesDistributions from Pensions, Annuities and IRAs 
3bCalculated based on:
 Income > IRAs, Pensions and AnnuitiesDistributions from Pensions, Annuities and IRAs > Detail > OtherDisaster information contains a 2020 disaster code, date and amount assigned
 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationQualified distributions from Roth IRAs - Override
3cIf Form 8915E, line 4b is greater than $100,000, calculated as pro rata portion of line 3b over line 4b times $100,000
 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationAllocated amount of limit to Roth IRAs
4aCalculated
4bCalculated
4cAlways prints $100,000
5If Form 8915E, line 4b is greater than $100,000, calculated as line 4a minus $100,000
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:
 Income > IRAs, Pensions and AnnuitiesDistributions from Pensions, Annuities and IRAs 
 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationCost of distributions - Override
8Calculated
9IFIncome > IRAs, Pensions and AnnuitiesQualified 2017 Disaster Retirement Plan InformationElect not to spread taxable amount over 3 years contains an 'X'
Calculated as equal to line 8
IFIncome > IRAs, Pensions and AnnuitiesQualified 2019 Disaster Retirement Plan InformationElect not to spread taxable amount over 3 years is blank
Calculated as line 8 divided by 3.0
10 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationTotal amount of any repayments made before filing 2020 tax return
11Calculated - carries to Form 1040, line 4d or Form 1040NR, line 4d
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
15 Calculated as line 2c if completed, else line 2b
16Calculated
17IFIncome > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationElect not to spread taxable amount over 3 years contains an 'X'
Calculated as equal to line 16
IFIncome > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationElect not to spread taxable amount over 3 years is blank
Calculated as line 16 divided by 3.0
18 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationTotal amount of any repayments made before filing 2020 tax return
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 name Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationName of disaster
20 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationReceived qualified distribution from IRA that is reported on Form 8606
21 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationTotal amount of qualified distributions received for purchase or construction of a main home not reported elsewhere
22 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationCost of distributions
23Calculated
24 Income > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationTotal amount of repayments not reported elsewhere
25Calculated
IFIncome > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationType of distribution contains code 'Retirement plan' or code is blank
Carries to Form 1040, line 4d or Form 1040NR, line 4d
IFIncome > IRAs, Pensions and AnnuitiesQualified 2020 Disaster Retirement Plan InformationType of distribution contains code 'IRA'
Carries to Form 1040, line 4 or Form 1040NR, line 16b

Additional Information

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