@Ajohnson2252 wrote:
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.
If you did not report your 2020 1099-R on you 2020 tax return or not file the 2020 8915-E form last year then you must amend 2020 to add it.
**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.**
