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Retirement tax questions
That is why I deleted it because the original 401(k) distribution might not have been allowed at all if not a CRD, but thinking about it, I do not see how the certifying to the employer that the distribution is allowed because of COVID-19, and the tax reporting must be on the 8915-E as a CRD when not asking for any of the CRD tax treatments (3 year payback) and done within 60 days as a normal rollover. I am not sure that one requires the other.
**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 19, 2021
5:27 PM