1099R

sierria07 · ‎February 4, 2022

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

DoninGA · ‎February 4, 2022

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.

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DoninGA · ‎February 4, 2022

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.