MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Form 8915-E is not used for 2021.  It was used in 2020 to report a Retirement Distribution that you elected to pay taxes on over a three-year period

 

If this applies, the form you need in 2021 to report this is Form 8915-F.  It is scheduled to be available on 3/24/22. Click this link for more info on Form 8915-F.

 

OR, are you preparing (or amending a 2020 return?  If so, then Form 8915-E is used. 

 

If you took a Retirement Distribution in 2021 (but not in 2020), it is not a Disaster Distribution and no 8915 form is needed.   Re-visit your 1099-R entry and check your answers to the follow-up questions.

 

Click this link for info on How to Enter 1099-R.

 

 

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