dmertz
Level 15

Retirement tax questions

The only reasons that you would claim these as coronavirus-related distributions (CRD) on Form 8915-E is if you might have a desire to return some or all of this money to the plan or to spread this income in equal parts over three years.  In either case, you can do so only if you if you were an individual who qualified to make a CRD.  Otherwise, just report the distribution entirely on your 2020 tax return without Form 8915-E.