helloruger
Returning Member

Form 8885

1. I am a PBGC payee, my insurance is through my husbands railroad Early Retirement Plan which is at no cost to both of us, but we do purchase at 100% cost the Early Retirement Supplemental Plan. Does this qualify? If so, do we both get the credit?

 

2. If qualify, I received a letter from PBGC in September 2020 that I could possibly qualify for this credit for tax year 2019. Can I amend for that year?