8915-e 2020

[rwm221]

I have a client spread the taxable amount of his 2020 401k withdrawal over 3 years. In 2020 we did 8915e. Were on his 2021 return do I put the amount for the year 2 amount on his 2021 taxes?

Thak you

[Uncle Sam]

I believe it's on Form 8915-F. It's a new form for 2021 and 8915-F is a permanent form for future years.

[New York Enrolled Agent]

I believe it's on Form 8915-F. It's a new form for 2021 and 8915-F is a permanent form for future years.

Uncle is correct. However, 8915-F is still in draft form status. You will need to wait.