I took a Cares Act withdrawal from in 2020. I claimed the total amount of that withdrawal on my 2020 Turbo Tax return. I filed my 2020 1099-R and filed a 8915-E all with Turbo Tax last year. I opted to pay the tax on this withdrawal over 3 years. I am filing with turbo tax again this year. If I understand correctly, I will NOT enter any 2020 form1099-R information on my 2021 or 2022 return? However, I will have to file a 8915-E for 2021 and 2022 when it is available on Turbo Tax? Does this sound correct?
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Yes, that is correct.
Hmmmm...thought it was a form 8915-F for this year?
.....and maybe next too (if the IRS doesn't change their mind and create another new one)
Yep...Missed the reference to the 8915-E which was only used for tax year 2020. It is the Form 8915-F for tax year 2021
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DpRT
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stevenmainca91
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