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.**