If there is no tax or penalty there is no need for the Form 8915-E to be generated.
We'll complete and include Form 8915-E with your return if you qualify. Just enter your Form 1099-R and answer a few questions to determine your eligibility.
To qualify for Form 8915-E and to be exempt from the early withdrawal penalty due to COVID-19, a few rules have to be met.
Use this link for additional information.
Form 8915-E
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