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I took 35K from 403B in 2020. I paid taxes for only 11667(1/3rd) while filing in 2021 (CARES act). I have not received any form or 1099-R. How can I pay for next part?

I am not sure how to report the additional 11,667 in my income. I have not received any forms.
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JulieS
Expert Alumni

I took 35K from 403B in 2020. I paid taxes for only 11667(1/3rd) while filing in 2021 (CARES act). I have not received any form or 1099-R. How can I pay for next part?

The form you need is not included in the program yet. Form 8915-E is scheduled to be available on 3/17/22 at this time. 

 

Once it is available, you start in the section for 1099-R. Answer the first question No. The questions you need will come up right after that. 

 

Click here for updates on when the form is available.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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2 Replies
JulieS
Expert Alumni

I took 35K from 403B in 2020. I paid taxes for only 11667(1/3rd) while filing in 2021 (CARES act). I have not received any form or 1099-R. How can I pay for next part?

The form you need is not included in the program yet. Form 8915-E is scheduled to be available on 3/17/22 at this time. 

 

Once it is available, you start in the section for 1099-R. Answer the first question No. The questions you need will come up right after that. 

 

Click here for updates on when the form is available.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I took 35K from 403B in 2020. I paid taxes for only 11667(1/3rd) while filing in 2021 (CARES act). I have not received any form or 1099-R. How can I pay for next part?

Thanks. I will await the new form.

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