form 8915-E

[shelden627]

I filed form 8915-E on my 2020 taxes and had it distributed over 3 years, how do I enter 1/3 of the distribution on my 2021 taxes?

[DoninGA]

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.

[shelden627]

so I need to wait until the form is available? and do I need a new 1099R?

[DoninGA]

---

@shelden627 wrote:

so I need to wait until the form is available? and do I need a new 1099R?

---

Yes, you will need to wait and No you do not need a new 1099-R.

[shelden627]

thank you