turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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.  
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

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.

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

 

 

 

@Good-Healthy-Pet 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies