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Retirement tax questions
I would like some clarification on the steps for reporting the taxable amount for the second year when electing to spread it over three years. Am I filling out form 8915 again for 2021 even though the distribution was only in 2020? I would assume I will not be receiving a 1099 R for 2021 since there was no distribution for that year. It does not seem clear where I report the the taxable amount for the second year.
‎January 18, 2022
3:14 PM