CARES Act Retirement Distributions: Form 8915-E and Form 8915-F: Reporting qualified 2020 disaster retirement distribution. See Form 8915-E 2020 for reporting on Form 8915-F in 2021 (and 2022). IRS Form 8915-E and IRS Form 8915-F links are below. Form 8915-F is used to report a disaster-related retirement distribution, and any repayments of those funds. It also allows you to spread the taxable portion of the distribution over three years, if needed and report prior year distribution amounts which are to be taxed in 2021. FIND JJ THE CPA'S CPE, TAX SEMINARS, BOOKS, SOCIAL MEDIA & MORE JJ THE CPA's WEBSITE JJ THE CPA's ERTC SEMINAR YOU NEED TO CHECK OUT MORE INFO SEE BELOW: What is Form 8915-F Qualified 2021 Disaster Retirement Plan Distributions and Repayments? Form 8915-E for 2020 Only (Not for 2021) Form 8915-F for 2021 and 2022 (as of 3/7/22) Form 8915-F Instructions ANOTHER CPA'S VIDEO ON THIS SUBJECT: THIS IS NOT AN ENDORSEMENT OF
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