ColeenD3
Expert Alumni

Retirement tax questions

Your second payment was due in 2021. You are filing taxes in 2022 for events that happened in 2021.

 

Form 8915-F is used to report a disaster-related retirement distribution and any repayments of those funds. It also allows you to spread the taxable portion of the distribution over three years, if needed, and report prior year distribution amounts which are to be taxed in 2021.