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Carryforward information from 8915-E did not automatically flow to the 8915-F.


Double-check the amounts in 8915-E and how they were filled out from 2020:

If in 2020, the amounts for the distribution were entered in on 8915-E pg.1, Part II line 9 in 2020, then enter in those amounts on 8915-F pg.3, Part II line 12.

If in 2020, the amounts were reported on 8915-E on pg.2, Part III line 17, then those amounts will be reported on 8915-F pg.3, Part III line 23.

 

Please note: Coronavirus-related distributions can't be made in 2021.

 

Who Must File Form 8915-F?

File Form 8915- F (2020 disasters) for the year you checked in item A at the top of page 1 of the form if any of the following apply to you for 2021 for your 2020 disasters:

A qualified disaster distribution was made to you from an eligible retirement plan.

You received a qualified distribution.

A qualified disaster distribution was made to you in a prior year that you are including in income in equal amounts over 3 years and the 3-year period has not yet lapsed.

You made a repayment of a qualified disaster distribution.



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