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Retirement tax questions
Once the form 8915-E is ready, you will indicate you had a Cares Act withdrawal in the Uncommon Situations screen directly after you enter your 1099R distribution information. The Pandemic is being treated as a natural disaster, similar to Hurricane or Tornado relief in the past. The other forms in the 8915 series are scheduled to be available 2/18. I would check back around that time.
‎January 26, 2021
10:34 AM