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Retirement tax questions
Hello dmertz,
I greatly appreciate your quick and helpful reply. Just so that I can ease my anxiety over this issue, can you please let me know what your source is for stating "the distribution must be reported as a CRD on From 8915-E which will make it eligible for 3-year repayment and allowing it to be disregarded with respect to the one-rollover-per-12-months limitation."? I'm not doubting your expertise, but since I've never heard this before, I'd like to learn more and share it with a few of my friends and colleagues who are in similar situations, if you don't mind. Thanks.
‎December 30, 2020
6:57 PM