MarilynG1
Expert Alumni

Get your taxes done using TurboTax

If you had a retirement plan distribution in 2020 and elected to report the income over three years, you will need Form 8915-F (scheduled to be available 3/24/22), which replaces Form 8915-E. 

 

If this applies, the Federal Tax withheld on your 1099-R will be entered again.  You may need your 1099-R from 2020. 

 

Click this link for more info on Form 8915-F.

 

Even though you had taxes withheld on a retirement distribution, your total income is used when calculating your tax. 

 

 

If you had W-2 income, for example, where not enough tax was withheld, you could owe more tax.

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