DanaB27
Expert Alumni

Retirement tax questions

Yes, Form 8915-F has been released. Please follow these steps to get to the questions:

 

  1. Click on the "Search" on the top and type “1099-R”  
  2. Click on “Jump to 1099-R” 
  3. If you do not have any 2021 1099-R answer "No" to "Did you get a 1099-R in 2021?" (If you have any other 1099-R then enter all 1099-R and after entering your last 1099-R click "Continue" on the “Review your 1099-R info​​​​​​​” screen)
  4. Answer "Yes" to the "Have you ever taken a disaster distribution before 2021?" screen.
  5. Follow the instructions on the screens.

 

@mehdi_mirza 

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