JosephS1
Expert Alumni

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  The 8915-F superseded the 8915-E in 2021.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.

 

@HiD_G 

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