@Ajohnson2252 wrote:
Ok thank you for that update!
So I will be able to file the 2020 distribution within this year’s tax return? Or do I need to amend last year’s instead as the poster above mentioned?
Thank You,
Alli
No. As I said above a 2020 1099-R distribution can only be filed on a 2020 tax return. There will be not be any 89!5-E form for 2021, that was a 2020 form only. The form for 2021 in the 8915-F form for those that filed the 2020 8915-E form deferring the tax over 3 years or taking 3 years to pay the distribution back.
@AmyC Please correct your answer.
**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.**
