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

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📊 Step-by-Step Guide

Step 1: Double-check how 8915-E was filled out from 2020

Use this when you need to confirm the correct carryforward location for 8915-F.

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

Step 2: If amounts were entered on 8915-E page 1, Part II line 9 (2020)

Use this when the distribution amounts were entered on page 1, Part II line 9 in 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.

Step 3: If amounts were reported on 8915-E page 2, Part III line 17 (2020)

Use this when the distribution amounts were reported on page 2, Part III line 17 in 2020.

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.

📋 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.

Tags: federal,form