If your return has been transmitted and accepted by the IRS, you will need to amend your Federal 1040 tax return.
Were you reporting distributions in Part II or Part III of the Form 8915-F? Please clarify.
I was able to generate an IRS Form 8915-F Qualified Disaster Retirement Plan Distributions and Repayments and report distributions other than IRA's in Part II.
- I did not repay any 2020 Qualified Disaster Distribution in 2021.
- I did not report a disaster distribution in 2017, 2018 or 2019.
- I reported No for the second question Did you take a disaster distribution at any time between 2018 and 2020? after the section Wages & Income and before the section Deductions & Credits.
The intent is for you to see the 1/3 spread over the three years:
- Included on the 2021 Federal 1040 tax return line 5b,
- Not included on the 2021 Federal 1040 tax return line 5a, and
- In Part II of Form 8915-F on lines 12, 13 and 15.
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