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Should i add form 8915-E to my 2020 tax return? or do can i just include it in my 2023 tax return?
I did reply yes, when asked if i took out funds from my retirement funds, but was not offered this form. Now I trying to figure out how to correct my return from 2020 or included in my 2023.
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posted
August 16, 2023
10:25 AM
last updated
August 16, 2023
10:25 AM
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Should i add form 8915-E to my 2020 tax return? or do can i just include it in my 2023 tax return?
When you took a distribution back in 2020 did you elect to spread the tax out over 3 years? Check your 2020 return. Check 1040 lines 4 & 5 and see if only 1/3 was reported.
August 16, 2023
10:36 AM
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Should i add form 8915-E to my 2020 tax return? or do can i just include it in my 2023 tax return?
If you did not divide by 3.0 there is nothing to do for this tax year.
If you did, the current form used for 2022 is Form 8915-F
August 16, 2023
12:57 PM
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