TaxGuyBill
Level 15

 


@Nordeen tax wrote:

My issue is with 2020 distributions and if you read the 8915-F instructions on the draft pages it states do not use 8915-F for 2020 distributions to use the 8915-E for those distributions. However I have not figured out how to make that happen yet as when you fill out the columns for 2020 it does not go anywhere else on the form.


If you are working on a 2021 return, you are not reporting a 2020 distribution.  You are reporting the INCOME from a 2020 distribution.

From the draft 8915-F instructions:

Use Form 8915-F to report:
Qualified 2021 and later disaster
distributions, if any;
Qualified 2020 disaster distributions made
in 2021 or 2022, as applicable
(coronavirus-related distributions can't be
made after December 30, 2020);
Repayments of qualified 2020 and later
disaster distributions;
Income in 2021 and later years from
qualified 2020 and later disaster
distributions; and
Qualified distributions received in 2021
and later years.

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