DanielV01
Expert Alumni

Retirement tax questions

There is a form on which this will be reported, Form 8915-F.  (Last year you used Form 8915-E).  You will not receive a 1099-R for 2021 for your election, because that entire income was reported in 2020 already.  The election from Form 8915-E carries over in the IRS database, and you will be expected to file the new form this year, which has yet to be released by the IRS.  For more information, see the following Help Article:  What is Form 8915-F Qualified 2021 Disaster Retirement ...

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