@efwalker1 wrote:
There was the option to spread distributions taken in 2020 out over three years for tax purposes and not have to pay the early withdrawal penalty. I need the form for that.
When the Form 8915-F becomes available there will be questions asked in the Retirement income section of the program dealing with the distribution made in 2020. If you completed a Form 8915-E in 2020 and transferred your 2020 tax data to the 2021 tax return, the information needed should be automatically filled in. But even if it is not you can enter any of the required information using the 2020 Form 8915-E that was included in your 2020 tax return.
The Form 8915-F, Qualified Disaster Retirement Plan Distributions and Retirements is estimated to be available in TurboTax on 03/31/2022 (subject to change)
