dmertz
Level 15

Retirement tax questions

The amount that goes on line 4b is the sum of the amount Form 8606 line 15c and the amount on Form 8915-E line 19.  The amount on Form 8606 line 15c is the taxable amount of the portion of the distribution that is not CRD and the amount on Form 8915-E line 19 is the taxable amount of the distribution that is CRD.  The CRD repayment applies to the CRD portion on Form 8915-E, not to the non-CRD portion on Form 8606.  To apply to the non-CRD portion the rollover must be a regular 60-day rollover, not a CRD repayment.