MarilynG1
Expert Alumni

Retirement tax questions

You will need your Form 8915-E from your 2020 return.

 

In the interview, after you enter your 1099-R's for 2021, you are asked about a 'prior year' disaster distribution. 

 

When you indicate you had a 'covid related' distribution (check box), the screen opens up with amounts to enter from your 2020 Form 8915-E. 

 

 

 

@gweingart

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"