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Get your taxes done using TurboTax
No, you don't need to complete Form 8915-F on your 2022 tax return if you didn't elect to spread the distribution over 3 years and paid all taxes in one year. Please answer "no" to the "qualified Disaster Distribution prior to 2022" question.
To confirm, you took the distribution in 2020, received a 2020 Form 1099-R in 2021, elected to not spread it over 3 years, and reported it all on your 2020 tax return filed in 2021.
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March 26, 2023
7:22 AM