topic What will the form be called if I took out money from my 401(k) during Covid this is the third year third and final year I have to claim the money? in Retirement tax questions

What will the form be called if I took out money from my 401(k) during Covid this is the third year third and final year I have to claim the money?

ackley2323 — Mon, 23 Feb 2026 11:02:30 GMT

Re: What will the form be called if I took out money from my 401(k) during Covid this is the third year third and final year I have to claim the money?

bluedeb — Sat, 07 Jan 2023 17:12:16 GMT

Form 8915 is used to report a disaster-related retirement distribution, and any repayments of those funds. For tax years 2021 and 2022, Form 8915-F will replace Form 8915-E, which was the form used to report 2020 COVID-related qualified disaster distributions.

The payment of a coronavirus-related distribution to a qualified individual must be reported by the eligible retirement plan on Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

https://www.irs.gov/newsroom/coronavirus-related-relief-for-retirement-plans-and-iras-questions-and-answers#

Re: What will the form be called if I took out money from my 401(k) during Covid this is the third year third and final year I have to claim the money?

VolvoGirl — Sat, 07 Jan 2023 16:26:20 GMT

How to report a 2020 COVID retirement distribution using form 8915
https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-8915/use-form-8915-report-2020-covid-related-retirement/L9Bc0RoZo_US_en_US?uid=lcm52tbq