@minutemanmath wrote:
Can I get some clarification on this? I already claimed a 1099-R last year, used form 8915e, and elected to distribute the income over 3 years. I do NOT need to amend my 2020 return, and I did NOT take an additional withdrawal in 2021, so I do NOT need to file an 8915f for my 2021 return.
My question is how do I report that distributed income on my 2021 return? Is the IRS going to send out a form? Should I just manually enter the amount from line 5b on my 1040 for this year?
The new IRS Form 8915-F is used to report the distribution in 2021 and in 2022. So you will need to report the distribution for 2021 in the same section as entering a Form 1099-R. The questions concerning the distribution are not yet included in the section. TurboTax does not have the Form 8915-F finalized for including in the program.
