DawnC
Expert Alumni

Deductions & credits

Yes, as long as you qualify per the above, you qualify to use the covid related tax relief provided through Form 8915-E.   A coronavirus-related distribution is a retirement plan distribution that was made:

 

1. In 2020 before December 31, 2020; and

2. To a qualified individual - see requirements in the above post.

 

If (1) and (2) apply, you can generally designate any distribution (including periodic payments and required minimum distributions) from an eligible retirement plan as a coronavirus-related distribution, regardless of why the distribution was made.  Coronavirus-related distributions are permitted without regard to your need.   Thank you for your service!

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