☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Feb 4, 2022 7:59:42 AM

1099R

Hello anyone know which form I need if I opt to split repayment back over 3 years? I know last year it was 8915 E but I do not see this form. Thanks 

0 1 194
1 Best answer
Level 15
Feb 4, 2022 8:01:02 AM

You will report this in the Retirement Plans and Social Security section under Wages & Income.  However, the Form 8915-F has not been finalized by the IRS for including in a 2021 tax return so the questions are not being asked until the form is available.  There is no estimate from the IRS when this form will be available, but guessing sometime in March 2022.

1 Replies
Level 15
Feb 4, 2022 8:01:02 AM

You will report this in the Retirement Plans and Social Security section under Wages & Income.  However, the Form 8915-F has not been finalized by the IRS for including in a 2021 tax return so the questions are not being asked until the form is available.  There is no estimate from the IRS when this form will be available, but guessing sometime in March 2022.