CCH Axcess™ Tax & CCH® ProSystem fx® Tax: Form 8915-E Worksheet View Cross-Reference
- Article Type:
- Documentation
- Last Modified:
- 11/05/2022
Objectives
N/A
Environment
- CCH Axcess Tax
- CCH ProSystem fx Tax
- Worksheet
- Cross-Reference Help
- Form 8915-E
Details
| Government Form | CCH Axcess Tax & CCH ProSystem fx Tax Input | |||
| Worksheet | Section | Field | ||
| Name | General > Basic Data | General | First 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 Annuities | Qualified 2020 Disaster Retirement Plan Information | TS | ||
| Social security number | General > Basic Data | General | Social security number > Taxpayer Social security number > Spouse | |
| Based on: | ||||
| Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | TS | ||
| Address | General > Basic Data | General | Present street address | |
| IF | ||||
| Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Filed Form 8915E separately contains an 'X' | ||
| Apartment number | General > Basic Data | General | Apartment number | |
| IF | ||||
| Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Filed Form 8915E separately contains an 'X' | ||
| City, state, ZIP and foreign information | General > Basic Data | General | Present city of residence Present state ZIP code Foreign country Foreign province / state / county Foreign postal code | |
| IF | ||||
| Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Filed Form 8915E separately contains an 'X' | ||
| Must use worksheet 2 | Calculated | |||
| Part I - Total Distributions From All Retirement Plans (Including IRAs) | ||||
| For Coronavirus | Income > IRAs, Pensions and Annuities | Distributions from Pensions, Annuities and IRAs > Detail > Other | Disaster information contains "Coronavirus - related" | |
| 1a | Calculated based on: | |||
| Income > IRAs, Pensions and Annuities | Distributions from Pensions, Annuities and IRAs | |||
| 1b | Calculated based on: | |||
| Income > IRAs, Pensions and Annuities | Distributions from Pensions, Annuities and IRAs > Detail > Other | Disaster information contains a 2020 disaster code, date and amount assigned | ||
| 1c | If 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 Annuities | Qualified 2020 Disaster Retirement Plan Information | Allocated amount of limit to retirement plans | ||
| 2a | Calculated based on: | |||
| Income > IRAs, Pensions and Annuities | Distributions from Pensions, Annuities and IRAs | |||
| 2b | Calculated based on: | |||
| Income > IRAs, Pensions and Annuities | Distributions from Pension, Annuities and IRAs > Detail > Other | Disaster information contains a 2020 disaster code, date and amount assigned' | ||
| Income > IRAs, Pensions and Annuities | Qualified 2019 Disaster Retirement Plan Information | Qualified distributions from traditional IRAs - 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 | |||
| Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Allocated amount of limit to traditional IRAs | ||
| 3a | Calculated based on: | |||
| Income > IRAs, Pensions and Annuities | Distributions from Pensions, Annuities and IRAs | |||
| 3b | Calculated based on: | |||
| Income > IRAs, Pensions and Annuities | Distributions from Pensions, Annuities and IRAs > Detail > Other | Disaster information contains a 2020 disaster code, date and amount assigned | ||
| Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Qualified distributions from Roth IRAs - Override | ||
| 3c | If 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 Annuities | Qualified 2020 Disaster Retirement Plan Information | Allocated amount of limit to Roth IRAs | ||
| 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 | |||
| 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: | |||
| Income > IRAs, Pensions and Annuities | Distributions from Pensions, Annuities and IRAs | |||
| Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Cost of distributions - Override | ||
| 8 | Calculated | |||
| 9 | IF | Income > IRAs, Pensions and Annuities | Qualified 2017 Disaster Retirement Plan Information | Elect not to spread taxable amount over 3 years contains an 'X' |
| Calculated as equal to line 8 | ||||
| IF | Income > IRAs, Pensions and Annuities | Qualified 2019 Disaster Retirement Plan Information | Elect not to spread taxable amount over 3 years is blank | |
| Calculated as line 8 divided by 3.0 | ||||
| 10 | Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Total amount of any repayments made before filing 2020 tax return | |
| 11 | Calculated - 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 | ||||
| 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 | Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Elect not to spread taxable amount over 3 years contains an 'X' |
| Calculated as equal to line 16 | ||||
| IF | Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Elect not to spread taxable amount over 3 years is blank | |
| Calculated as line 16 divided by 3.0 | ||||
| 18 | Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Total amount of any repayments made before filing 2020 tax return | |
| 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 | Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Name of disaster | |
| 20 | Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Received qualified distribution from IRA that is reported on Form 8606 | |
| 21 | Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Total amount of qualified distributions received for purchase or construction of a main home not reported elsewhere | |
| 22 | Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Cost of distributions | |
| 23 | Calculated | |||
| 24 | Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Total amount of repayments not reported elsewhere | |
| 25 | Calculated | |||
| IF | Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Type of distribution contains code 'Retirement plan' or code is blank | |
| Carries to Form 1040, line 4d or Form 1040NR, line 4d | ||||
| IF | Income > IRAs, Pensions and Annuities | Qualified 2020 Disaster Retirement Plan Information | Type of distribution contains code 'IRA' | |
| Carries to Form 1040, line 4 or Form 1040NR, line 16b | ||||
Additional Information
N/A
| Solution Id | 000218411/CCH-Axcess-Tax-CCH-ProSystem-fx-Tax-Form-8915-E-Worksheet-View-Cross-Reference |
|---|---|
| Direct Link |
