Retirement tax questions

That will be part of the 1099-R interview and will go on a new 8915-E form that the IRS has not released and is still in the draft state at the IRS.  It will be at least 2 months before the IRS releases the electronic specs of that new form.   New forms and tax law changes are often delayed far into the tax season.

**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.**