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Retirement tax questions
No, from what you are stating there is no correction needed. Form 8915-E was the initial form to report covid-19 disaster distributions in 2020. The 8915-F superseded the 8915-E in 2021.
If you took a Covid-19 disaster distribution in 2020, one-third (1/3) of the amount of the distribution, not to exceed $100,000 per person, could be spread over 3 years.
If all were filed correctly, you would have had an 8915-E with your 2020 return and an 8915-F with your 2021, and 2022 returns. Each showing one-third (1/3) of the distribution being included as retirement income in each year. There would have been no penalties assessed also.
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March 21, 2023
7:11 AM