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.
02275
2 Replies
VolvoGirl
Level 15
Aug 16, 2023 10:36:24 AM
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.
fanfare
Level 15
Aug 16, 2023 12:57:03 PM
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