GeorgeM777
Expert Alumni

Retirement tax questions

Yes.  As @RobertB444 indicated, your election to defer the tax on two-thirds of your withdrawal meant that when you file you 2021 tax return you will have to pay the tax you elected to defer based on the amount of the distribution.  Additionally, Form 8915, Qualified Disaster Retirement Plan Distributions and Retirements will be available on March 31, 2022.  

 

@Zincougt

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