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Retirement tax questions
@fanfare wrote:
There will probably be a check box somewhere (8606 ?) to claim "covid related " tax treatment. It's not clear at all how much auditing of "covid related" distributions will happen.
I believe it will be reported on a new 8915-E form for 2020 that will be part of the 1099-R interview.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎September 23, 2020
5:55 PM