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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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‎February 25, 2022
12:10 PM