DMarkM1
Employee Tax Expert

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The Form 8915-F is now a forever form.  In prior years the alphabetical letter changed to indicate a new year.  With the Form 8915-F a box will be checked indicating which year the disaster occurred that you are claiming a tax benefit for including 2020 and going forward. 

 

For a 2020 disaster including Coronavirus, the form 8915-F will be used if any of the following apply to you for 2021.  Bullet three applies in your situation. 

 

• A qualified disaster distribution was made to you from an eligible retirement plan.

• You received a qualified distribution.

A qualified disaster distribution was made to you in a prior year that you are including in income in equal amounts over 3 years and the 3-year period has not yet lapsed.

• You made a repayment of a qualified disaster distribution.

 

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