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Retirement tax questions
Yes, you will need to file the 8915-E each year if you spread the distribution over 3 years. No, the 8915-E is not needed for RMD rollover back to their IRA account. There are processes in TurboTax to help you through those steps. Just remember at the RMD screens when ask if you took your RMD to indicate None and it will take you through the additional steps for the roll back to your IRA.
Click here to sign up to be emailed an update when the 8915-E is ready in TurboTax.
‎February 3, 2021
12:58 PM