Retirement tax questions

@DaveF1006

 

The old notice you referenced says you have until August 31, 2020 to do something.

 

It is now April 2022.

 

@Caseyblue 

Please see Worksheet 5 Line 4 in the Instructions for form 8915-F at irs.gov.

https://www.irs.gov/pub/irs-pdf/i8915f.pdf

 

Also Instructions, Line 14.

 

If you are going to delay, file Form 4868