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Retirement tax questions
Thank you so much Dana!
1) Do you think if we want to spread out the taxes over the next 3 years, we will have to file for 8915-E each year for the next 3 years? (Including this year)
2) Will form 8915-E be used when accounting for people who took their RMD in June of 2020 and returned it in July of 2020? Or is there a different process?
3) I saw on another website that the 8915-E form was going be be available on 2/18/2021, does that sound correct to you?
‎February 3, 2021
8:46 AM