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Retirement tax questions
Note, that this will be reported on a new 8915-E form that is currently underdevelopment by the IRS but will be part of the 2020 TurboTax when available. Any CARES act distribution must be completed by Dec 31, 2020 so with the holidays and non-banking days, don't wait until the last minute or it might not get posted until Jan 2021 and would not qualify.
**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.**
‎December 18, 2020
8:31 AM
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