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Level 3
March 24, 2022
Question

8915-F for 2021 Distributions

  • March 24, 2022
  • 2 replies
  • 16 views

Before I tell this couple how much they owe, I want to ask if the new 8915-F includes an exemption of the 10% for retirement distributions made in 2021?  The distribution was all in 2021, not 2020.

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2 replies

IRonMaN
Level 15
March 24, 2022

That ship sailed last year.  They missed their boat ride.

Slava Ukraini!
qbteachmt
Level 15
March 24, 2022

"I want to ask if the new 8915-F includes an exemption of the 10% for retirement distributions made in 2021?"

Yes, that form is for Disaster Years 2021 and later.

"The distribution was all in 2021, not 2020."

Then they must have a qualifying Disaster. covid is not one of these; that expired Dec 31, 2020.

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