topic Should i add form 8915-E to my 2020 tax return? or do can i just include it in my 2023 tax return? in After you file

Should i add form 8915-E to my 2020 tax return? or do can i just include it in my 2023 tax return?

Good-Healthy-Pet — Tue, 24 Feb 2026 07:08:01 GMT

I did reply yes, when asked if i took out funds from my retirement funds, but was not offered this form. Now I trying to figure out how to correct my return from 2020 or included in my 2023.

Re: Should i add form 8915-E to my 2020 tax return? or do can i just include it in my 2023 tax return?

VolvoGirl — Wed, 16 Aug 2023 17:36:24 GMT

When you took a distribution back in 2020 did you elect to spread the tax out over 3 years? Check your 2020 return. Check 1040 lines 4 & 5 and see if only 1/3 was reported.

Re: Should i add form 8915-E to my 2020 tax return? or do can i just include it in my 2023 tax return?

fanfare — Wed, 16 Aug 2023 19:57:03 GMT

If you did not divide by 3.0 there is nothing to do for this tax year.

If you did, the current form used for 2022 is Form 8915-F

@Good-Healthy-Pet