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Get your taxes done using TurboTax
I do not know what kind of distribution you are reporting.
I am able to report Qualified 2020 Disaster Distributions From Retirement Plans (Other than IRAs) in Part II from the 2020 8915-E.and:
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.
Disaster distributions taken in 2017, 2018 and 2019 may be available on March 31.
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March 27, 2022
8:52 AM