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@macuser_22 wrote:

@fanfare wrote:

Hi @macuser_22 

 

Can you back me up on this post ‎03-14-2022 10:27 PM

You're the one who informed me on this.

Unless I completely misread your posts last year.


I don't see any post at that time - on 3/14/22 at 9:30 PM and your answer is correct.    The 8915-E (-T & -S) was a 2020 only form and is replaced with the new 2021 8915-F  that is scheduled for the 3/24/2022 update.


Do you mean the post at 7:27 and 7:48 about extensions?

 

Unless you file an extension by the due date (4/17/2022) OR have filed the 2021 tax return by the due date then an extension *is* necessary.

 

A timely filed tax return by the due date (4/15/22) is granted an automatic extension so a separate extensions is not needed.   (There will be no late penalty for paperwork filed late if the basic tax return was filed on time.)   [I forget the section of the tax code that spells out automatic extensions".]

 

This can come into play for "return of contributions" from retirement plans that must be done before the due date (or extended due date).   Timely filing a tax return before the due date  gives until the extended due date to remove the contribution without filing an separate extension.

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**