dmertz
Level 15

Retirement tax questions

The instructions for 2020 Form 5329 say that you can report an Other reason exception on the amount of the coronavirus-related distribution.  However, the draft instructions for Form 8915-E say that you must file Form 8915-E if you received a coronavirus-related distribution.  If you report just an Other reason exception on Form 5329, it's likely to be questioned by the IRS.