Retirement tax questions


@Mommyof3 wrote:

Did you say the form 8915E may bot be efiled? If this true why can't i just efile now cause I'm not being penalized at all  my 1099R code is 2 so it didn't penalize me  


The code on the 1099-R is not the determining factor, it is whether the distribution itself was only allowed because of the CARES act.   If you could have taken the distribution anyway then the 1099-R is all you need to file.   Only if you need the 8915-E form to claim a COVID related distribution  will you need it.

**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.**