DianeW777
Expert Alumni

Retirement tax questions

The IRS used Form 8915-E in 2020 and created the new Form 8915-F or 2021.  It was very late being released (March 24th) which was causing delays for taxpayers who needed the form to complete their tax returns.  You can use your 2020 Form 8915-E, then follow the steps provide by our Tax Expert @JamesG1, to complete your form. 

 

@jgirkin11

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