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- 8915-F for 2021 Distributions
8915-F for 2021 Distributions
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Jtax LLC
Level 3
03-24-2022
11:16 AM
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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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qbteachmt
Level 15
03-24-2022
12:58 PM
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"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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