DawnC
Expert Alumni

Get your taxes done using TurboTax

If you spread the tax over three years, you need Form 8915-F.   If you did not spread the tax (you paid it all on the 2020 return), you should not need to wait for the form.   You need the form if  you had:

 

  • Qualified 2020 disaster distributions made in 2021 (coronavirus-related distributions can't be made after December 30, 2020);

  • Repayments of qualified 2020 disaster distributions;

  • Income in 2021 and later years from qualified 2020 and later disaster distributions; and

  • Qualified distributions received on January 1, 2021, for the Washington (8593-DR-WA) disaster.

What is Form 8915-F Qualified 2021 Disaster Retirement Plan Distributions and Repayments?

@Basin

 

And @Ducky1  -  TurboTax does support e-filing Form 8915-F; it is scheduled to be ready for e-filing on 03/31.  

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