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Retirement tax questions
You will file Form 8915-F but your carry forward from 2021 will zero out the taxable amount.
See the worksheets which are attached to Form 8915-F.
TurboTax doesn't have the 2022 Form 8915-F ready quite yet.
Why? don't ask.
You will use up half your carry forward in 2022 leaving the rest to be carried back to 2020.
‎January 28, 2023
1:35 PM