@Mommyof3 wrote:
So even though my 1099R box 7 has the code 2 that exempts me from the penalty I still need the form 8915-E
Not necessary. Only if it was a COVID related distribution and you want to pay the tax over a 3 year period or return the money to the account within 3 years.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
