DaveF1006
Expert Alumni

Retirement tax questions

It depends. To clarify:

  1. Did you initially report 1/3 of the distribution last year and is trying to report the second 1/3 distribution this year and then the final 1/3 next year?
  2. If so, the 8915-F form is not available to report the second 1/3 distribution this year. The form has  been released by the IRS but it needs to be incorporated into the Turbo Tax program. The team is working diligently to make tis available as soon as possible.

[ Edited 02/07/22|01:11 PM PST]

 

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