JosephS1
Expert Alumni

Retirement tax questions

As DaveF1006 was trying to determine, if you took a disaster distribution in 2020 for covid and correctly filed the From 8915-E for spreading out the distribution over 3 years you would have taken/will take, 1/3 each in 2020, 2021, and 2022.  If you did not take an additional retirement distribution outside of the disaster distribution you would not have been sent a 1099-R.  

 

If you did take the disaster distribution and followed the correct procedures, you need to include 1/3 of the distribution in 2022.

 

Below are the instructions from the IRS about Form 8915-E

 

Form 8915-E

 

@jl3819

 

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