MaryK4
Employee Tax Expert

Retirement tax questions

You will not receive or enter another 1099-R, but the information on the 8915-E is used to report the income.  For 2020, the Form 8915-E showed the income taxed for 2020 and the amount to bring forward in 2021.  If you used TurboTax, the amount will be automatically transferred.  For 2021, there is Form 8915-F and TurboTax will have it available on March 31st.

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