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Get your taxes done using TurboTax
The 8915-E is specifically for qualified disaster withdrawals.
If you didn't take $ out for reasons of a qualified disaster, why would you need the form?
If you didn't take $ out for reasons of a qualified disaster, then it's just a regular withdrawal (fully taxable).
What is it you are wanting to achieve?
If you took an early withdrawal, you will be hit with the 10% penalty - unless you took it out for reasons of COVID.
If your goal is to split the withdrawal over three years, you can only do that if you took the withdrawal due to COVID.
March 10, 2021
9:49 AM