MinhT1
Expert Alumni

Retirement tax questions

The split of taxation of the Covid- related distribution over 3 years is dealt with on form 8915-E.

 

At this point in time the Form 8915-E (Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Use for Coronavirus-Related Distributions)) is not finalized. We currently do not have an estimated date when the form is ready.

 

Please sign-up here and we will email you once the form is live.

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