Retirement tax questions

Thank you for your response. It was stated that the 2020 distribution can be spread out over 3 years of tax returns. So the Form 8915-F doesn’t appear to be the right tax form per the instructions listed for the form being used for distributions made in 2021 or later years.

 

Please verify if your response has that in mind as well.

 

Thank you! Just want to make sure not to cause delays once I submit.