Retirement tax questions


@DaveF1006 wrote:

No.  To clarify, at this time, there is no release date for form 8915-E, which is used to report the repayments.


@DaveF1006 for 2021 it is the 8915-F form that is in the Draft stage at the IRS.   The 8915-E was for 2020 only.

 

The draft forms can be viewed here:
https://www.irs.gov/pub/irs-dft/f8915f--dft.pdf
https://www.irs.gov/pub/irs-dft/i8915f--dft.pdf

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**