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Retirement tax questions
Most financial institutions will not send 1099-R forms until the end of January 2021 - you should wait for it before entering anything. If returned after 60 days of the distribution under the CARES act, it will also go on a new 8915-E form that is still under development by the IRS and not available in TurboTax yet.
**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.**
‎January 1, 2021
11:42 AM